Uri Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 161988
- Website
- www.uricapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles71.48%
- HNWI28.52%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Uri Capital Management, LLC operates as a privately held investment manager organized as an LLC and classified functionally as a hedge fund and capital allocator. The firm primarily manages pooled vehicles and separately managed accounts for high‑net‑worth individuals, families and institutional clients. Its fee model combines a percentage of assets under management with performance‑based fees, which aligns with the firm’s use of hedge‑fund style pooled funds alongside discretionary equity portfolios. Investment emphasis is tilted toward public equities—particularly exchange‑traded positions—while the firm also places capital with external hedge fund managers and uses mutual funds as part of its public market exposure. Uri Capital Management, LLC is not identified as an active ESG investor and is not registered as a multi‑state adviser; its operating footprint is modest and focused on a small, concentrated client base.
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
- Exchange Traded Equities65%
- Cash & Cash Equivalents20%
- State & Local Bonds15%
Contacts
1 of 1
Brian Pitkin
FounderCRD 3099585
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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