Shrewsbury River Capital LP

RIASEC RegisteredEst. 2018

Total AUM

$758M

Discretionary

$758M

100% of AUM

Avg account

$189M

Accounts

4

Employees

7

Advisory reps

5

Firm details

Headquarters: Red Bank, New Jersey
CRD number: 289785
Registered since: July 26, 2018
Website: www.shrewsburyrivercapital.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Shrewsbury River Capital LP is a hedge fund organized as a limited partnership that serves institutional investors and functions as a sponsor/GP and manager of pooled investment vehicles. The firm is SEC-registered (since 2018) and operates as a CPO/CTA offering portfolio management for pooled funds. Its revenue model combines a percentage-of-assets fee with performance-based compensation. The firm does not market itself as an ESG investor and is structured primarily as a single-state adviser.

Assets & Accounts

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

Jamie Kelner
Chief Investment Officer & Managing PartnerCRD 2962653
Brian Dallas
Chief Financial OfficerCRD 7244237

Contacts

3 of 3

Robert Nisi
General CounselCRD 2643430
Karin Kelner
TrusteeCRD 8063844
Anup Heda
Investment Analyst, PartnerCRD 5722319

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Red Bank, NJ

Monmouth

Location

Red Bank, NJ

Headquartered in Red Bank, NJ, 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: Monmouth
Address: 322 State Route 35
Time zone: ET (UTC-5)
Office locations

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