Prevatt Capital Ltd

RIASEC RegisteredEst. 2021
Total AUM
$571M
Discretionary
$571M
100% of AUM
Avg account
$190M
Accounts
3
Employees
6
Advisory reps
3

Firm details

Headquarters
Nassau,
CRD number
311895
Registered since
March 1, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Prevatt Capital Ltd is structured as a hedge fund manager that serves institutional clients and provides portfolio management for pooled investment vehicles. The firm is SEC-registered (since 2021) and is owned by an individual. It charges both a percentage-of-AUM management fee and performance-based fees and does not describe itself as a capital allocator. Prevatt functions in sponsor/GP and managing-member roles for pooled vehicles and holds industry affiliations consistent with being a CPO/CTA or sponsor. The firm reports it is not an active ESG investor and is not registered as a multi-state adviser. Its stated business model centers on operating and managing a pooled hedge fund vehicle rather than providing broad retail advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Owners & executives

2 of 2
  • Jonathan Tepper

    Jonathan Tepper

    Chief Investment OfficerCRD 5956893

  • Simon Batten

    Simon Batten

    Chief Executive OfficerCRD 4918225

Contacts

1 of 1
  • Philip Whitehead

    DirectorCRD 7333140

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

FINTRX

Location

Primary office

Nassau, null

Location

Nassau, null

Headquartered in Nassau, null.

Address
Lyford Cay House
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth