Effettuare il login Iscriviti gratis

Iszo Capital Management LP (New York)


Iszo Capital Management LP is a large advisory firm based in New York. It manages $280 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2014.

Iszo Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Iszo Capital Management: assets under management

The assets under management (AUM) of Iszo Capital Management LP is $280 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $280 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $280 million each.
Iszo Capital Management has custody of $235 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Iszo Capital Management LP for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Iszo Capital Management LP performs its advisory services is located at 415 Madison Ave, 14 Th Floor, New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 646-775-4934 or by fax 646-381-3645. The normal business hours are 930 to 430pm on Monday - Friday.


Registered investment advisers similar to Iszo Capital Management LP