TOMS CAPITAL INVESTMENT MANAGEMENT LP

RIASEC RegisteredEst. 2018
Total AUM
$2.7B
Discretionary
$2.7B
100% of AUM
Avg account
$266M
Accounts
10
Employees
21
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
291362
Registered since
March 12, 2018
Custodians
MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles65.45%
  • Corporations / Businesses24.13%
  • HNWI10.43%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Toms Capital Investment Management LP is a limited partnership formed in 2018 that operates as a hedge fund and portfolio manager. The firm provides discretionary portfolio management for individuals and small businesses, pooled investment vehicles, and institutional or corporate clients. It also conducts futures-related activity as a CPO/CTA and can act as sponsor or general partner for pooled vehicles it manages. Compensation combines a percentage-of-AUM fee with performance-based fees. The firm does not position itself as an ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 54%, Cash & Cash Equivalents 45%, Derivatives 1%54%
  • Exchange Traded Equities54%
  • Cash & Cash Equivalents45%
  • Derivatives1%

Owners & executives

3 of 3
  • BENJAMIN PASS

    Chief Investment OfficerCRD 4163146

  • Anupkumar Patel

    CFO and Board MemberCRD 6883896

  • JACQUELINE DAGAN

    Chief Compliance Officer & General CounselCRD 6173607

Contacts

1 of 1
  • NOAM GOTTESMAN

    Limited PartnerCRD 1625131

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
450 W 14th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth