TISHMAN CAPITAL PARTNERS
Firm details
- Headquarters
- New York, New York
- CRD number
- 241788
- Registered since
- July 10, 2015
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles55.13%
- HNWI43.94%
- Corporations / Businesses0.93%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Tishman Capital Partners is an SEC-registered investment adviser that combines hedge-fund and real-estate strategies while operating as an independent RIA and fund sponsor. The firm functions as a capital allocator across proprietary and third‑party vehicles, serving both high-net-worth individuals and institutional clients. Its advisory remit includes direct portfolio management for individuals, businesses, and pooled investment vehicles, plus selection and oversight of sub‑advisers. Fee arrangements include asset‑based charges and performance fees, consistent with managers that run both pooled funds and discretionary accounts. The adviser does not report active ESG investing activity and, per filings, is not a multi‑state adviser. The firm has been SEC‑registered since 2015 and is organized as a limited liability company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other25%
- Private Funds22%
- Cash & Cash Equivalents21%
- US Government Bonds8%
- Investment Grade Corp Bonds8%
Owners & executives
2 of 2JACK LYNCH
Chief Compliance OfficerCRD 7891782
DANIEL KRAMER
Chief Financial OfficerCRD 7427438
Contacts
3 of 3DANIEL TISHMAN
PrincipalCRD 6500287
JOHN VISSICCHIO
Financial AdvisorCRD 6500292
CHARLES SONG
Executive Vice PresidentCRD 2932734
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$12.5M in ETFs
64%
$8M
36%
$4.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| BlackRock Ultra Short-Term Bond ETF (ICSH) | BlackRock | Active | Ultrashort Bond | $2.2M | 44,053 | 17.79% |
Location
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
- 100 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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