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Building 2CATALIO CAPITAL MANAGEMENT, LP

Map pinNEW YORK, NY
Phone410-989-6168
NotebookSEC #801-121976
Total AUM
$2.2B
Employees
30
Clients
33

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
512 W. 22ND STREET
5TH FLOOR
NEW YORK
NY 10011
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
410-989-6168
Other Offices
2

ReceiptFinancials

Total AUM
$2.2B
Accounts
33
Discretionary
$1.9B
Accounts
31
Non-Discretionary
$249.6M
Accounts
2

ContactClients

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Investment Company Clients
1
AUM
$158.3M
Pooled Vehicle Clients
26
AUM
$1.4B
Pension/Profit Sharing Plan Clients
1
AUM
$31.5M
Charitable Organization Clients
1
AUM
$46.4M
Investment Advisor Clients
2
AUM
$249.6M
Corporation or Business Clients
1
AUM
$47.3M
Other Clients
1
AUM
$224.3M
Description of Other Clients
UCITS SUB-ADVISORY ACCOUNT

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Services Offered
Company Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
DCNY

HandshakeAffiliates

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Affiliates
Reported 15 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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