Fir Tree Capital Management LP (New York)


Fir Tree Capital Management LP is a large advisory firm based in New York. It manages $6.73 billion of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Florida and New York.

Logo

Fir Tree 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.

Fir Tree Capital Management: assets under management

The assets under management (AUM) of Fir Tree Capital Management LP is $6.73 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -38% since the beginning of its operation, and $4.16 billion of the total AUM is attributable to clients outside of the United States.


The firm manages $6.73 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $374.1 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fir Tree 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.

What kind of clients Fir Tree Capital Management serves?

The only and largest group of clients of Fir Tree Capital Management is pooled investment vehicles with 18 clients and $6.73 billion of assets under management. Among the 8 most similar advisory firms, Fir Tree Capital Management has the highest percentage of pooled investment vehicles out of all clients.


The amount of regulatory assets under management is $6.73 billion for 18 clients. 39% of the firm’s clients are foreign persons or businesses.

Fir Tree Capital Management also advises several private funds. Namely, forty one hedge funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $25,000,000.

Careers at Fir Tree Capital Management LP

The company employs 58 people that are either part- or full-time employees. 38 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
Brian Alec Meyer General counsel 1 Jan 2005 Other 6020050
Donald Patrick Mccarthy Chief financial officer 1 Jun 2010 Other 5041287
Martin Thomas Towey Chief compliance officer 1 Nov 2010 Other 6020071
Jeffrey David Tannenbaum Principal and chairman 1 Dec 2017 Other 6020019
David Mark Sultan Limited partner, principal and chief investment officer-managing partner 1 Dec 2017 Other 2786408
Ftcm Gp Llc General partner 1 Dec 2017 Other 82-3749984
Ftcm Holdings Inc. Limited partner 1 Dec 2017 75% - 100% 82-3819555
Clinton Marcus Biondo Limited partner, principal and managing partner 1 Dec 2017 Other 6897563
Jeffrey David Tannenbaum Principal and chairman emeritus 1 Mar 2019 Other 6020019

Based in New York

The principal office where Fir Tree Capital Management LP performs its advisory services is located at 55 West 46 Th Street, New York, NY 10036, which is also the mailing address of the firm. An additional office of the firm is in South Miami, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-599-0090 or by fax 212-659-4885. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at firtree.com.