VIP CAPITAL MANAGEMENT, L.P.

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
163774
Registered since
May 18, 2022

Firm profile

FINTRX

Overview

VIP Capital Management, L.P. is a limited partnership that operates primarily as a pooled-investment manager, reporting commodity pool operator/commodity trading advisor (CPO/CTA) activity. The firm’s public profile shows it runs a concentrated alternative-investment program centered on a single pooled hedge fund vehicle and allocates to a range of third-party alternative managers. Its reporting indicates a focus on strategies available through pooled vehicles and external managers rather than a broad roster of individual retail accounts. The firm is SEC-registered (2022) and does not position itself as an ESG-focused or multi-state retail adviser. Industry affiliations reported include roles as an investment adviser and sponsor, general partner and managing member of pooled investment vehicles. That legal and operational posture suggests the firm acts as both manager and sponsor of at least one closed or open pooled vehicle and delegates or sources investment exposure through external alternative managers when appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

1 of 1
  • DAVID REILLY

    CFO & CCOCRD 6049108

Contacts

3 of 4
  • DANIEL BRODSKY

    Limited PartnerCRD 1563137

  • RICHARD REISS

    Financial AdvisorCRD 373864

  • LAUREN FRANK

    PresidentCRD 6049121

Unlock 1 more contacts

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

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
152 W 57th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth