Touradji Capital Management LP (Boca Raton)


Touradji Capital Management LP is a large advisory firm based in Boca Raton. It manages $215 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Florida.

Touradji 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.

Touradji Capital Management: assets under management

The assets under management (AUM) of Touradji Capital Management LP is $215 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -76% since the beginning of its operation, and $64.15 million of the total AUM is attributable to clients outside of the United States.

The firm manages $215 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $23.89 million each.
Touradji Capital Management has custody of $215 million in cash and securities for 9 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Touradji 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 Peter Fain Borish serves?

The only and largest group of clients of Peter Fain Borish is pooled investment vehicles with 9 clients and $215 million of assets under management. Among the 7 most similar advisory firms, Touradji Capital Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $215 million for 9 clients. 78% of the firm’s clients are foreign persons or businesses.

Touradji Capital Management also advises several private funds. Namely, two hedge funds and one private equity fund. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.

Careers at Touradji Capital Management LP

The company employs 2 people that are either part- or full-time employees. 50 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.

Peter Fain Borish has been acting as President since 1 Jan 2012. Paul Touradji has served as the Chief Investment Officer since 1 Feb 2005. Paul David Braica joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Llc Touradji Capital Gp General partner 1 Jan 2005 Other 20-2169906
Paul Touradji Chief investment officer 1 Feb 2005 75% - 100% 2672286
Peter Fain Borish President 1 Jan 2012 Other 1539558
Daniel Francis Dwyer Chief compliance officer 1 Jan 2012 Other 4177352
Thomas James Cagna Chief financial officer 1 Jan 2012 Other 5964891
Thomas Grizzetti Chief compliance officer 1 Feb 2013 Other 2646342
Paul David Braica Chief compliance officer 1 Dec 2013 Other 2888340

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Llc Touradji Capital Gp General partner 1 Feb 2005 Other 20-2169906

Based in Boca Raton

The principal office where Touradji Capital Management LP performs its advisory services is located at 950 Peninsula Corporate Circle, Boca Raton, FL 33487, 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 212-508-8903. The normal business hours are 8 am to 5 pm on Monday - Friday. You can find more information about the New York firm at touradji.com/.