Prosight Capital

RIASEC RegisteredEst. 2016
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$173M
Accounts
6
Employees
5
Advisory reps
2

Firm details

Headquarters
Dallas, Texas
CRD number
148791
Registered since
July 1, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Prosight Capital operates as a limited partnership and is registered with the SEC since 2016. The firm is organized as a hedge fund that provides portfolio management for pooled investment vehicles and commonly serves institutional clients. It charges a mix of asset-based and performance-linked fees and often functions as sponsor/GP or managing member of the pooled vehicles it runs. The firm is not positioned as a multi-state adviser, does not identify as an active ESG investor, and is not described as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Ryan Cappelli

    Chief Compliance OfficerCRD 6673207

Contacts

1 of 1
  • William Hawkins

    PrincipalCRD 4611635

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
5956 Sherry Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth