C
CRD: 319652
Contessa Capital
NEW York, NY
2126779376
$12.7M Total AUM
$12.7M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Deutsche Bank · Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-04-2022
- Office Locations
- 1
Office Locations
-- NEW York NY
About Contessa Capital
Contessa Capital is a NEW York-based RIA. The firm has been operating for 4 years. Managing $12.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Deutsche Bank. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$12.7M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
4.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Delta
Investment Themes
Signal Meridian timber Foundation
Investment Vehicles
Atlas
Services
Matrix Legacy Delta Peak Frontier Beacon crest Matrix ember
Owner & Executives
Alina Fisch
Chief Compliance Officer, Chief Executive Officer, Investment Advisor Representative
- CRD
- #2360963
- Ownership
- 75% or more
(783) 449-1535
peak.insight@momentumcapital.com
in linkedin.com/in/element-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,666,868 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,666,868 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,666,868
Equity - Exchange:
27.0% U.S. Government/Agency:
13.2% Corporate - Investment Grade:
18.4% Cash:
21.6% Derivatives:
7.8% Sovereign Bonds:
12.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $357,710,457 | 27.0% |
| U.S. Government/Agency | $174,880,668 | 13.2% |
| Corporate - Investment Grade | $243,773,052 | 18.4% |
| Cash | $286,168,366 | 21.6% |
| Derivatives | $103,338,577 | 7.8% |
| Sovereign Bonds | $158,982,425 | 12.0% |
| Total | $1,324,853,545 | 100.0% |