Cat Rock Capital Management LP (Greenwich)

Cat Rock Capital Management LP is a large advisory firm based in Greenwich. It manages $912.13 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Connecticut.

Cat Rock 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.

Cat Rock Capital Management: assets under management

The assets under management (AUM) of Cat Rock Capital Management LP is $912.13 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 228% since the beginning of its operation, and $424.23 million of the total AUM is attributable to clients outside of the United States.

The firm manages $912.13 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $304.04 million each.

Cat Rock Capital Management has custody of $912.13 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cat Rock 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.

What kind of clients Cat Rock Capital Management serves?

The only and largest group of clients of Cat Rock Capital Management is pooled investment vehicles with 3 clients and $912.13 million of assets under management. Among the 9 most similar advisory firms, Cat Rock Capital Management has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $912.13 million for 3 clients. 67% of the firm’s clients are foreign persons or businesses.

Cat Rock Capital Management also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Cat Rock Capital Management LP

The company employs 7 people that are either part- or full-time employees. 57 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
Cat Rock Capital Gp Llc	General partner	1 Feb 2015	Other	47-3415706
Alexander Captain	Portfolio manager	1 Feb 2015	75% - 100%	6515624
Alexander Salah Captain	Portfolio manager	1 Feb 2015	75% - 100%	6515624
Daniel Mark Levinson	Cfo and cco	1 May 2015	Other	1909945
Alexander Salah Captain	Managing member of cat rock capital llc	1 May 2015	75% - 100%	6515624
Andrew Joseph Flinn	Chief compliance officer; chief financial officer; chief operating officer	1 Oct 2017	Other	2865162

Based in Greenwich

The principal office where Cat Rock Capital Management LP performs its advisory services is located at 8 Sound Shore Drive, Greenwich, CT 06830, 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 203-992-4630. The normal business hours are 9:00 a.m.-5:00 p.m. on Monday - Friday.