Andalusian Private Capital, Lp
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Overview
Andalusian Private Capital, Lp operates as a financial advisory company based in Short Hills, New Jersey. The company administers $1.7 billion in assets across 24 client accounts, making it one of the largest financial advisory firms in the nation by assets under management (AUM). It has a small team, including 7 financial advisors. Andalusian Private Capital, Lp is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments like bonds, options and equities.
Andalusian Private Capital, Lp manages seven of the firm's client assets in a discretionary manner. Discretionary management is a structure in which a portfolio manager makes transaction judgments without requiring the customer's consent. The company also has 17 non-discretionary accounts with a total of $1.1 billion in AUM. The advisory firm oversees about $68.8 million for each customer account. The typical advisor at Andalusian Private Capital, Lp oversees around three client accounts, placing it among the most individualized advisor firms in the country.
Andalusian Private Capital, Lp's central office is located at 51 John F. Kennedy Parkway, Short Hills, New Jersey 07078-2704. The company is legally allowed to serve clients in the state of New Jersey.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Andalusian Private Capital, Lp by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1.7 billion
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
9
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
24
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$68.8 million
Fee Structure
Fees for financial management usually vary depending on which services the firm provides the client. However, fees billed by Andalusian Private Capital, Lp can include any blend of the following fee structures: asset-based or performance-based. The firm does not supply a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to pooled investment vehicles and corporations. Out of its 24 customers, Andalusian Private Capital, Lp's largest client type is corporations. None of the company's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Andalusian Private Capital, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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