Stevens Capital Management LP
Firm details
- Headquarters
- Radnor, Pennsylvania
- CRD number
- 161202
- Registered since
- March 30, 2012
- Website
- www.scm-lp.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Stevens Capital Management LP is a privately organized limited partnership that operates as a hedge fund manager focused on institutional clients. The firm is SEC-registered (since 2012) and provides portfolio management for pooled investment vehicles while also performing selection of third‑party advisers. Its regulatory activity includes CPO/CTA functions, indicating involvement in commodity pool management or trading of futures and related instruments. Fee arrangements combine a percentage of assets under management with performance-based fees. Stevens Capital does not self-identify as an active ESG investor and is not reported as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Jeffrey Cameron
Chief Compliance OfficerCRD 6026245
John Dustin
Chief Operating OfficerCRD 2632160
Matthew Tewksbury
Chief Executive OfficerCRD 3050503
Contacts
1 of 1Matthew O'reilly
DirectorCRD 6026237
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$95.2M in ETFs
95%
$90.5M
2%
$4.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 20+ YEAR TREASURY BOND ETF (TLT) | BlackRock | Passive | Long Government | $14.9M | 172,600 | 15.67% |
Location
Radnor, PA
Delaware
Location
Radnor, PA
Headquartered in Radnor, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Delaware
- Address
- 201 King Of Prussia Rd
- Time zone
- ET (UTC-5)
- Office locations
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