Fine Capital Partners, L.P. (New York)

Fine Capital Partners, L.P. is a large advisory firm based in New York. It manages $770.11 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.

Fine Capital Partners 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.

Fine Capital Partners: assets under management

The assets under management (AUM) of Fine Capital Partners, L.P. is $770.11 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -33% since the beginning of its operation, and $51.46 million of the total AUM is attributable to clients outside of the United States.

The firm manages $770.11 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $154.02 million each.

Fine Capital Partners has custody of $48.5 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fine Capital Partners, L.P. for their services and products based on a percentage of assets under management and performance-based fees. 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.

What kind of clients Fine Capital Partners serves?

The only and largest group of clients of Fine Capital Partners is pooled investment vehicles with 5 clients and $770.11 million of assets under management. Among the 8 most similar advisory firms, Fine Capital Partners has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $770.11 million for 5 clients. 20% of the firm’s clients are foreign persons or businesses.

Fine Capital Partners also advises several private funds. Namely, five hedge funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Fine Capital Partners, L.P.

The company employs 9 people that are either part- or full-time employees. 78 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Debra Jane Fine	Partner	1 May 2004	25% - 50%	1408656
Martin Ivar Schneider	Partner	1 May 2004	50% - 75%	5925075
Llc Fine Capital Advisors	General partner	1 May 2004	Other	20-1179514
Brian Christopher Jozwiak	Chief operating officer, chief compliance officer	1 Jan 2005	Other	5924993

Based in New York

The principal office where Fine Capital Partners, L.P. performs its advisory services is located at 590 Madison Avenue, New York, NY 10022, 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 212-492-8225 or by fax 212-492-8232. The normal business hours are 9am - 5pm on Monday - Friday.