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 organized as a limited partnership and SEC‑registered since 2013. The firm focuses on pooled investment vehicles, acting as a CPO/CTA and serving as sponsor/GP and managing member for its funds. Its client base is institutional and its fee arrangements combine an asset‑based charge with performance fees. The firm is not positioned as an ESG investor and does not appear to operate as a multi‑state adviser or capital allocator.

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

    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