Protocol Capital Management
Specialists in Capital Placement & Strategic Advisory
About Us: A leading capital placement firm
Protocol Capital Management is a capital placement firm assisting alternative investment managers with asset sourcing and fund development. Our team brings more than 65 years of combined experience on Wall Street and a comprehensive global network of limited partners. Our mission is to build long term relationships with institutional clients and a curated group of investment managers. The firm operates in New York City at 555 Madison Avenue.
Proven Leadership: 65+ years of Wall Street experience
Prior to establishing Protocol Capital Management, Mr. Glatt was a Partner with Alpha Equity Management (“AEM”), an alternative investment firm specializing in quantitative statistical arbitrage and 130/30 strategies. In 2007, Trusco Capital Management, the $75 billion dollar asset management division of SunTrust Bank (“STI”) purchased a significant minority interest in AEM. Subsequently, Mr. Glatt sold his remaining interest in the firm.
Mr. Glatt has over 20 years of experience in financial services and began his career with Smith Barney Harris Upham, in the institutional sales area. He subsequently worked as a Vice President in the Institutional and Individual Service Group at Donaldson, Lufkin & Jenrette (“DLJ”). In 1991 he joined Morgan Stanley in the Private Client Group and left as a Principal of the firm in 2002. In late 2002, he joined Mariner Investment Group, as the President of Mariner Wealth Management. Mr. Glatt holds a B.A. in Business from the University of Maryland.
David is an accomplished investment industry executive with a successful track record in business development and asset formation in the hedge fund space. He has built highly productive relationships with leading asset allocators including pension funds, consultants, sovereign wealth funds, endowments, funds of funds, family offices and high net worth clients. Furthermore, he consistently performed at an exceptional level, effectively growing assets under management and maintaining the highest client retention rates.
Prior to joining Protocol, Mr. Rhudy worked as the Marketing Director for Alphabet Partners, where he fostered global marketing reach while significantly increasing assets under management. He also served as Director of Strategic Planning at SB Schonfeld Fund Advisors, where he built a strong client base and developed investor presentations. David began his career at Salomon Smith Barney, where he worked as an Account Executive and Director of Investments. David holds a B.A. in Economics from Wittenberg University.
For Managers: Protocol Capital provides capital placement and strategic advisory services including: fund formation, structuring and syndication. Our team takes a hands on approach to each assignment and works collaboratively with the investment manager.
For Allocators: We take a consultative solutions based approach which allows us to strengthen our investor relationships. Our team works closely with institutional limited partners and provides customized solutions tailored to the needs of investors. We conduct a rigid screening process on each investment manager and evaluate key criteria which include fund performance, team pedigree, counter-parties, firm infrastructure and professional references.
© 2019 Protocol Capital Management