Trafelet Capital Management, L.P. (New York)


Trafelet Capital Management, L.P. is a large advisory firm based in New York. It manages $505.41 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2012.

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Trafelet Capital Management provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Trafelet Capital Management: assets under management

The assets under management (AUM) of Trafelet Capital Management, L.P. is $505.41 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $505.41 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $101.08 million each.
Trafelet Capital Management has custody of $202.1 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Trafelet Capital Management, L.P. 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.

Based in New York

The principal office where Trafelet Capital Management, L.P. performs its advisory services is located at 590 Madison Avenue, New York, NY 10022, 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 212-201-7800 or by fax 212-201-7801. The normal business hours are 9am -5pm on Monday - Friday. You can find more information about the New York firm at www.trafelet.com.