YAUPON CAPITAL MANAGEMENT LP

RIASEC RegisteredEst. 2018
Total AUM
$4.7B
Discretionary
$4.7B
100% of AUM
Avg account
$669M
Accounts
7
Employees
20
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
298556
Registered since
October 1, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Yaupon Capital Management LP is a limited partnership registered with the SEC in 2018 and organized as a hedge fund that serves institutional clients. The firm functions as a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management for pooled investment vehicles; it also acts as sponsor, general partner, or managing member of those vehicles. Yaupon charges a combination of asset-based and performance fees. The firm is not positioned as a capital allocator, does not report being an active ESG investor, and is not identified as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

2 of 2
  • ROBERT BURKLEY

    COOCRD 4653275

  • LISA FLAHERTY

    CFO & CCOCRD 5220947

Contacts

3 of 5
  • STEVEN PATTYN

    Managing MemberCRD 4963330

  • BRANDON LEBOWITZ

    Director of ResearchCRD 5943469

  • SUKETU MEHTA

    TraderCRD 4554168

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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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
340 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth