PUNCH CARD MANAGEMENT
Firm details
- Headquarters
- WINTER PARK, Florida
- CRD number
- 162939
- Registered since
- April 22, 2014
- Website
- punchcardcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Punch Card Management is a limited partnership that acts as a hedge fund adviser focused on portfolio management for pooled investment vehicles. The firm registered with the SEC in 2014 and serves institutional clients. Its compensation combines a percentage-of-AUM fee with performance-based fees. Punch Card Management is not identified as an active ESG investor and does not present as a multi-state or related adviser. The firm is also active in sponsor/manager roles for pooled vehicles, and its regulatory filings indicate affiliations consistent with operating as an investment adviser and sponsor/GP or managing member of funds.
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
Owners & executives
1 of 1FRANCIS CHOW
COO & CFOCRD 6449176
Contacts
1 of 1NORBERT LOU
Limited PartnerCRD 6045229
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$46.3M in ETFs
100%
$46.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $46.3M | 460,000 | 100.00% |
Location
WINTER PARK, FL
ORANGE
Location
WINTER PARK, FL
Headquartered in WINTER PARK, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- ORANGE
- Address
- 533 W New England Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
FINANCIAL HARVEST WEALTH ADVISORS
RIAWINTER PARK, FL
55 NORTH PRIVATE WEALTH
RIAWINTER PARK, FL
FORTRESS WEALTH GROUP
RIAWINTER PARK, FL
BROADCREST ASSET MANAGEMENT, LLC
RIAWINTER PARK, FL
ARSENAL VENTURE PARTNERS
RIAWINTER PARK, FL
FINANCIAL ADVISORY PARTNERS, LLC
RIAWINTER PARK, FL