POWDER RIDGE CAPITAL LP

RIASEC Registered
Total AUM
$10.4M
Discretionary
$10.4M
100% of AUM
Avg account
$149K
Accounts
70
Employees
1
Advisory reps
1

Firm details

Headquarters
SAGAPONACK, New York
CRD number
309767
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI65.37%
  • Individuals34.63%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Powder Ridge Capital LP is a small, discretionary limited partnership that provides investment management primarily to individual and family clients. The firm’s activity, as reported, is strongly equity-focused: its stated asset preference is exchange-traded equities and its portfolio management services cover both individuals/small businesses and business or institutional accounts. Fee arrangements are mixed — percentage of AUM, fixed fees and performance-based fees are used depending on the mandate — which aligns with the firm’s willingness to run outcome-oriented strategies. The adviser is not positioned as an ESG specialist, does not present as a multi-state adviser, and does not list pension consulting among its services. Custody and execution are largely handled through Interactive Brokers, reflecting a lean operating model that favors electronic custody and trading.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • STUART QUAN

    Founder & Chief Investment OfficerCRD 2281446

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAGAPONACK, NY

SUFFOLK

Location

SAGAPONACK, NY

Headquartered in SAGAPONACK, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
SUFFOLK
Address
116 Gibson Ln
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth