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South Ferry Capital Management, LP (New York)


South Ferry Capital Management, LP is a large advisory firm based in New York. It manages $230.82 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2012.

South Ferry 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.

South Ferry Capital Management: assets under management

The assets under management (AUM) of South Ferry Capital Management, LP is $230.82 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $230.82 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $57.71 million each.
South Ferry Capital Management has custody of $230.82 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay South Ferry Capital Management, LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where South Ferry Capital Management, LP performs its advisory services is located at 777 Third Avenue, 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 212-612-3342. The normal business hours are 9am - 5pm on Monday - Friday.


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