ROOM40 CAPITAL LLC

RIASEC RegisteredEst. 2025
Total AUM
$262M
Discretionary
$262M
100% of AUM
Avg account
$37.4M
Accounts
7
Employees
11
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
322436
Registered since
July 29, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Room40 Capital LLC is a privately owned investment manager that combines hedge fund and venture capital activity under a single manager structure. SEC registration dates to 2025 and the firm serves an institutional client base. Its advisory work centers on portfolio management for pooled investment vehicles, and it functions in sponsor/GP and managing-member roles for those vehicles (also operating as a CPO/CTA where applicable). The firm charges both a percentage-of-assets fee and performance-based fees and does not position itself as a capital allocator to third-party managers. Room40 Capital LLC does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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

1 of 1
  • PAUL YABLON

    Founder and CIOCRD 1743079

Contacts

2 of 2
  • RYAN CHEN

    DirectorCRD 8120352

  • MARISSA CAMPISE

    General PartnerCRD 5580987

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
30 W 24th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth