Conatus Capital Management LP (Greenwich)

Conatus 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.

Conatus Capital Management: assets under management

The assets under management (AUM) of Conatus Capital Management LP is $1.93 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -48% since the beginning of its operation, and $444.93 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.93 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $240.84 million each.

Conatus Capital Management has custody of $2.15 billion in cash and securities for 7 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Conatus Capital Management LP 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.

Careers at Conatus Capital Management LP

The company employs 25 people that are either part- or full-time employees. 40 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.

Kevin William Burke has been acting as President since 1 Mar 2014. James A. Conner joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 1 indirect owner.

Based in Greenwich

The principal office where Conatus Capital Management LP performs its advisory services is located at Two Greenwich Plaza, Greenwich, CT 06830, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-485-5200 or by fax 203-886-1202. The normal business hours are 8:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at conatuscapital.com.

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