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 operating as a hedge fund and registered with the SEC since 2018. The firm serves both high-net-worth individuals and families as well as institutional clients, providing portfolio management across individual/small-business accounts, pooled investment vehicles and institutional mandates. It also functions in commodity pool/adviser roles (CPO/CTA) and as a sponsor or general partner/managing member of pooled vehicles. Its compensation includes both a percentage-of-AUM fee and performance-based fees. The firm is not positioned as an ESG investor and is not identified as a multi-state or newly formed adviser in public filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

    Jacqueline Dagan

    Chief Compliance Officer & General CounselCRD 6173607

Contacts

1 of 1
  • Noam Gottesman

    Limited PartnerCRD 1625131

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth