Uri Capital Management, LLC

RIASEC Registered
Total AUM
$54M
Discretionary
$54M
100% of AUM
Avg account
$9M
Accounts
6
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
161988
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 65%, Cash & Cash Equivalents 20%, State & Local Bonds 15%65%
  • Exchange Traded Equities65%
  • Cash & Cash Equivalents20%
  • State & Local Bonds15%

Contacts

1 of 1
  • Brian Pitkin

    Brian Pitkin

    FounderCRD 3099585

Wealth teams

FINTRX

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

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth