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 SEC-registered hedge fund organized as a limited partnership and operating since 2013. The firm serves institutional clients and runs pooled investment vehicles; its registered activities include acting as a commodity pool operator/commodity trading advisor and providing portfolio management for pooled vehicles. Compensation is a mix of asset-based and performance-based fees. The firm is not identified as an active ESG investor and does not report multistate adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

2 of 2

Nehal Chopra
Founder and Chief Investment OfficerCRD 4575250
Paritosh Gupta
Chief Compliance OfficerCRD 6277658

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1

Active vs passive

$4.7M in ETFs

Passive

100%

$4.7M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)	Invesco	Passive	Large Growth	$4.7M	15,000	100.00%

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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