RAITH CAPITAL PARTNERS

RIASEC RegisteredEst. 2013
Total AUM
$2.8B
Discretionary
$2.3B
81% of AUM
Avg account
$118M
Accounts
24
Employees
29
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
166815
Registered since
April 1, 2013
Custodians
STATE STREET BANK AND TRUST COMPANY, STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles81.6%
  • State / Municipal Government11.03%
  • Insurance Companies7.37%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Raith Capital Partners is a privately owned LLC formed in 2013 that operates as a multifaceted fund manager with activity across hedge fund and real estate strategies. The firm primarily serves institutional clients and acts in sponsor/GP and trading-advisor roles (listed as CPO/CTA), managing pooled vehicles as well as portfolio mandates for businesses and institutions. Its fee mix includes asset-based charges, fixed fees and performance fees. Raith is not identified as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

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: Investment Grade Corp Bonds 68%, Other 19%, Non-Investment Grade Corp Bonds 11%, Cash & Cash Equivalents 2%68%
  • Investment Grade Corp Bonds68%
  • Other19%
  • Non-Investment Grade Corp Bonds11%
  • Cash & Cash Equivalents2%

Owners & executives

2 of 2
  • JUSTIN PENNY

    Chief Financial OfficerCRD 5608436

  • SANDRA FORMAN

    General Counsel & Chief Compliance OfficerCRD 6135979

Contacts

3 of 3
  • NELSON HIOE

    Co-Founder and Managing PartnerCRD 4981608

  • WILLIAM LANDIS

    Co-Founder & Managing PartnerCRD 1667140

  • MICHAEL SUCHY

    PartnerCRD 4623028

Wealth teams

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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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, 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
NEW YORK
Address
666 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth