WYNNEFIELD CAPITAL, INC.
Firm details
- Headquarters
- New York, New York
- CRD number
- 157604
- Registered since
- March 30, 2012
- Website
- wynnecap.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles95.87%
- Pension & Profit Sharing Plans4.13%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Wynnefield Capital, Inc. is a corporation operating as a hedge fund manager that registered with the SEC in 2012. The firm is individually owned and serves an institutional client base. Its advisory role centers on portfolio management for pooled investment vehicles, and it also acts as sponsor/GP/managing member of those vehicles. Fees are charged as a percentage of assets under management and may include performance-based components. Wynnefield does not describe itself as a capital allocator or an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Cash & Cash Equivalents23%
Owners & executives
1 of 1ALEX LIU
Chief Operating OfficerCRD 5284656
Contacts
2 of 2JOSHUA LANDES
Managing MemberCRD 1318255
NELSON OBUS
General PartnerCRD 1039098
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$2.3M in ETFs
100%
$2.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GLOBAL X SILVER MINERS ETF (SIL) | GlobalX | Passive | Equity Precious Metals | $2.3M | 25,000 | 100.00% |
Location
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
- 450 7th Ave
- Time zone
- ET (UTC-5)
- Office locations
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