Yakira Capital Management, Inc.

RIASEC RegisteredEst. 2012
Total AUM
$412M
Discretionary
$412M
100% of AUM
Avg account
$137M
Accounts
3
Employees
4
Advisory reps
2

Firm details

Headquarters
Westport, Connecticut
CRD number
159398
Registered since
March 5, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Yakira Capital Management, Inc. is a small, SEC-registered hedge fund manager that primarily serves institutional clients through pooled investment vehicles. The firm operates as a corporation and provides portfolio management for pooled vehicles while acting in sponsor/GP and managing-member roles for those vehicles. Its business activity is recorded as a CPO/CTA, and its compensation includes both a percentage-of-AUM fee and performance-based fees, consistent with an active hedge-fund strategy. The firm does not self-identify as an active ESG investor, is not a multi-state adviser, and does not function as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Nicholas Sabatini

    Nicholas Sabatini

    CFO & CCOCRD 4824275

Contacts

1 of 1
  • Bruce Kallins

    OwnerCRD 6025792

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$1.5M in ETFs

Passive

100%

$1.5M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD REAL ESTATE INDEX FUND (VNQ)VanguardPassiveReal Estate$1.5M15,598100.00%

Location

Primary office

Westport, CT

Fairfield

Location

Westport, CT

Headquartered in Westport, CT, 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
Fairfield
Address
1555 Post Rd E
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth