POWDER RIDGE CAPITAL LP
Firm details
- Headquarters
- SAGAPONACK, New York
- CRD number
- 309767
- Website
- www.powderridgecapital.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1STUART QUAN
Founder & Chief Investment OfficerCRD 2281446
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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