Ratan Capital Management, LP

RIASEC RegisteredEst. 2013
Total AUM
$402M
Discretionary
$402M
100% of AUM
Avg account
$100M
Accounts
4
Employees
2
Advisory reps
2

Firm details

Headquarters
Pinecrest, Florida
CRD number
160440
Registered since
July 11, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Ratan Capital Management, LP is a hedge fund–style adviser that registers with the SEC and focuses on institutional clients. The firm operates as a limited partnership and provides portfolio management for pooled investment vehicles while also acting in roles typical of commodity pool operators or commodity trading advisors. Ratan Capital charges a blend of asset-based and performance-linked fees and does not identify as an active ESG investor. Its ownership structure is listed as a domestic entity/individual and the adviser has been SEC-registered since 2013. The firm’s business footprint includes sponsor/GP responsibilities for pooled vehicles, indicating it both manages and organizes private fund structures rather than serving solely as an allocator to many outside managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Nehal Chopra

    Nehal Chopra

    Founder and Chief Investment OfficerCRD 4575250

  • Paritosh Gupta

    Chief Compliance OfficerCRD 6277658

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$9.5M in ETFs

Passive

100%

$9.5M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$9.5M30,467100.00%

Location

Primary office

Pinecrest, FL

Miami Dade

Location

Pinecrest, FL

Headquartered in Pinecrest, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
10325 Sw 69th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth