WHITEFORT CAPITAL MANAGEMENT, LP

RIASEC RegisteredEst. 2019
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$350M
Accounts
3
Employees
11
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
288534
Registered since
July 11, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Whitefort Capital Management, LP is a limited partnership registered with the SEC in 2019 that combines hedge fund and private equity activities within a multi-strategy manager framework. The firm serves institutional clients and runs pooled investment vehicles, acting in roles such as portfolio manager for those vehicles and as a sponsor/GP or managing member. It also operates as a CPO/CTA. Compensation includes a percentage-of-assets fee schedule supplemented by performance-based fees. The firm does not characterize itself as an active ESG investor and is not described as a capital allocator to third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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

1 of 1
  • RAN SHAHAM

    Chief Financial Officer & Chief Compliance OfficerCRD 6190896

Contacts

2 of 2
  • JOSEPH KAPLAN

    Co-Managing PartnerCRD 2508750

  • DAVID SALANIC

    Co-Managing PartnerCRD 4847140

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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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
12 E 49th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth