Wexford Capital LP

RIASEC Registered
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$108M
Accounts
16
Employees
39
Advisory reps
7

Firm details

Headquarters
West Palm Beach, Florida
CRD number
108726
Registered since
December 19, 1997
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Wexford Capital LP is a limited partnership that acts as a multi-strategy investment manager and capital allocator for institutional clients. The firm is SEC-registered (registered in 1997) and combines hedge fund and private equity activities while also sponsoring and managing pooled investment vehicles. Its compensation model blends asset-based fees with performance fees, and the firm performs commodity pool operator/commodity trading adviser (CPO/CTA) functions alongside portfolio management for its pooled funds. Wexford does not identify as an active ESG investor in available data.

Assets & Accounts

Public Holdings

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

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Client base

Client personas

Owners & executives

2 of 2
  • Charles Davidson

    Co-Founder, Chairman and CIOCRD 844453

  • Sarah Ryan

    Chief Financial OfficerCRD 8060847

Contacts

3 of 5
  • Joseph Jacobs

    Co-founder and PresidentCRD 1113718

  • Aaron Meyer

    PartnerCRD 2780873

  • Mark Ahern

    Mark Ahern

    CCOCRD 4384343

Unlock 2 more contacts →

Wealth teams

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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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ETF holdings

1 of 31

Active vs passive

$31M in ETFs

Passive

99%

$30.7M

Active

1%

$279K

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI MEXICO ETF (EWW)BlackRockPassiveMiscellaneous Region$5M66,42816.14%

Location

Primary office

West Palm Beach, FL

Palm Beach

Location

West Palm Beach, FL

Headquartered in West Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
777 S Flagler Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth