RAVEN CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2014
Total AUM
$139M
Discretionary
$139M
100% of AUM
Avg account
$34.8M
Accounts
4
Employees
23
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
164755
Registered since
July 7, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Raven Capital Management LLC is a limited liability company that operates as a private equity manager focused on institutional clients. The adviser has been SEC-registered since 2014 and is organized as a domestic entity with individual ownership. Its business model centers on managing pooled investment vehicles and providing portfolio management for businesses or institutional entities. Raven charges a combination of percentage-of-assets fees and performance-based fees. The firm does not position itself as a capital allocator or pension consultant, and it is not identified as an active ESG investor. Its industry roles include acting as an investment adviser and sponsor and serving as a general partner/managing member of pooled investment vehicles.

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

Owners & executives

3 of 3
  • CHRISTOPHER FELICE

    Principal, CFOCRD 6360541

  • JENNA KAMIAT

    Chief Compliance Officer & Legal CounselCRD 8135048

  • DIMITRI COHEN

    Principal and Chief Investment OfficerCRD 5271456

Contacts

2 of 2
  • JEREMY TUCKER

    Co-Founder, Principal and Managing PartnerCRD 4833781

  • GARY SUMERS

    President And PrincipalCRD 2158622

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
125 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth