Conatus Capital Management LP (Greenwich)


Conatus Capital Management LP is a large advisory firm based in Greenwich. It manages $1.93 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Connecticut.

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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



Name Entity Date acquired Ownership Employer ID
Conatus Capital Gp Llc General partner 1 Jul 2007 Other 37-1547143
David Israel Stemerman Portfolio manager/limited partner 1 Jul 2007 25% - 50% 6026973
James Severino Cimador Chief financial officer/chief operating officer 1 Jul 2007 Other 6026974
James Cimador Chief financial officer/limited partner 1 Jul 2007 Other 6026974
David Stemerman 2008 Grantor Retained Annuity Trust Limited partner 1 Jan 2008 Other 26-6162010
Lone Pine Investors I Llc Limited partner 1 Jan 2008 Other 26-1550096
Brian Howard Fortune General counsel/chief compliance officer 1 Jan 2012 Other 2712522
Victor Chee Ngon Ho Limited partner 1 Jan 2013 Other 6318325
Justin Daniel Galen Limited partner 1 Feb 2013 Other 4998970
Stemerman Family 2007 Remainder Trust Limited partner 1 Apr 2013 Other 26-6162044
Marc David Freedman Trustee-stemerman family 2007 remainder trust 1 Apr 2013 Other 6318339
Joline Leibowitz Stemerman Trustee-stemerman family 2007 remainder trust 1 Apr 2013 Other 6318343
Marc Freedman Trustee-stemerman family 2007 remainder trust 1 Apr 2013 Other 6318339
Joline Stemerman Trustee-stemerman family 2007 remainder trust 1 Apr 2013 Other 6318343
David Jack Tompkins Limited partner 1 Aug 2013 Other 2802104
David Kenneth Selvers Limited partner 1 Nov 2013 Other 2781405
Jonathan Jen Yi Liew Limited partner 1 Jan 2014 Other 4226581
Kevin William Burke President 1 Mar 2014 Other 2011787
Julie Ann Trent Chief operating officer 1 Jan 2016 Other 2173978
John Paul Cunningham Chief financial officer 1 Jan 2016 Other 2090213
Daniel Evan Karp General counsel/chief compliance officer 1 Aug 2016 Other 4912234
Douglas Olin Trustee-stemerman family 2007 remainder trust 1 Sep 2016 Other 5922438
James A. Conner Chief financial officer 1 Oct 2017 Other 6870047

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
David Israel Stemerman Trustee 1 Dec 2007 Other 6026973

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.