VESTAL POINT CAPITAL, LP

RIASEC RegisteredEst. 2023
Total AUM
$5.5B
Discretionary
$5.5B
100% of AUM
Avg account
$1.4B
Accounts
4
Employees
11
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
325894
Registered since
April 14, 2023
Custodians
GOLDMAN SACHS & CO. LLC, MORGAN STANLEY & CO. LLC, J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles51.18%
  • Other48.82%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Vestal Point Capital, LP is a limited partnership organized as a hedge fund and registered with the SEC in 2023. The firm positions itself as an institutional manager that runs pooled investment vehicles; its regulatory filings identify it as operating in roles consistent with a commodity pool operator/commodity trading advisor and as a sponsor or general partner of pooled vehicles. Compensation is charged as a percentage of assets under management with an additional performance-based component. Vestal Point does not describe itself as an ESG-active manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Derivatives 2%98%
  • Exchange Traded Equities98%
  • Derivatives2%

Owners & executives

2 of 2
  • BENJAMIN CARROLL

    Chief Financial OfficerCRD 4907847

  • RYAN WILDER

    Managing Partner and Chief Investment OfficerCRD 4834547

Contacts

1 of 1
  • Ilko Menkov

    PartnerCRD 6672376

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

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
632 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth