ISO-MTS CAPITAL MANAGEMENT LP

411 West Putnam Ave
Greenwich, Connecticut 06830
Tel: (203) 742-8099

About ISO-MTS CAPITAL MANAGEMENT LP

ISO-MTS CAPITAL MANAGEMENT LP, formally registered with the SEC as ISO-MTS CAPITAL MANAGEMENT LP. The firm was established in 09/09/2022. They have over 1 offices throughout the country.

ISO-MTS CAPITAL MANAGEMENT LP is a Greenwich, Connecticut based Financial Planning firm with nearly $831,465,320 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	322648
SEC#	801-126529
Assets Managed by Firm	$831,465,320
No. of Clients	6
No. of Advisors	5

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	6	$831,465,320

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