Definitive Capital Management, LP is a large advisory firm based in Radnor. It manages $1.77 billion of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Pennsylvania.
Definitive Capital Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Definitive Capital Management, LP is $1.77 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 737% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Definitive 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.
Andrew Mark Lutz has been acting as President since 1 Dec 2010. Lauren Tracy Hirsch joined the executive team most recently as the General Counsel.
The principal office where Definitive Capital Management, LP performs its advisory services is located at 555 E. Lancaster Avenue, Radnor, PA 19087, 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 484 866-8336 or by fax 610 293-3623. The normal business hours are 8:00 - 18:00 on Monday - Friday. You can find more information about the New York firm at definitivecapital.com.