Vennlight Capital Management, LP
Vennlight Capital Management, LP is an SEC-registered investment adviser and Delaware limited partnership founded in October 2023, primarily owned by Igor Gitelman. The firm is headquartered in Stamford, Connecticut, and operates as a boutique hedge fund managing discretionary assets for pooled investment vehicles. As of March 2025, it reports 3 employees, all serving investment advisory functions. Vennlight serves institutional and accredited investors seeking specialized fund management.
Investment Strategy
Vennlight Capital Management, LP focuses on portfolio management for pooled investment vehicles, employing discretionary investment strategies. The firm utilizes performance-based fee structures and does not currently manage private funds or separately managed accounts. Its most recent filings indicate a concentrated equity portfolio, with a focus on fundamental analysis and active position management, emphasizing positions in public equities within the utilities and energy sectors.
Top Holdings
Equity Positions (16)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
H HOND | HCM II ACQUISITION CORP | 12.39% | $11.4M | 1,027,934 | $11.10 | $11.10 | +$11.4M |
T TLN | TALEN ENERGY CORP | 12.17% | $11.2M | 38,550 | $290.77 | $290.77 | +$11.2M |
S SR | SPIRE INC | 9.77% | $9.0M | 123,300 | $72.99 | $72.99 | +$9.0M |
H HUT | HUT 8 CORP | 9.39% | $8.6M | 464,992 | $14.21 | $18.60 | +$3.5M |
G GLXY | GALAXY DIGITAL INC. | 9.28% | $8.5M | 390,248 | $21.90 | $21.90 | +$8.5M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
A AES | AES CORP | New | Call | $946.8K | 900 | $10.52 | $10.52 | +900 | +$946.8K |