3I CORPORATION

RIASEC RegisteredEst. 2012

Total AUM

$2.6B

Discretionary

$534M

20% of AUM

Avg account

$293M

Accounts

9

Employees

25

Advisory reps

5

Firm details

Headquarters: New York, New York
CRD number: 159892
Registered since: March 30, 2012
Website: www.3i.com
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Other Investment Advisers79.34%
Pooled Investment Vehicles20.66%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

3 I Corporation is a private equity fund that specializes in portfolio management for pooled investment vehicles. Established in 2012, the firm operates as a corporation and primarily serves an institutional client base. The firm employs a fee structure that includes a percentage of assets under management, fixed fees, and performance-based fees. While 3 I Corporation is not classified as an ESG investor, it is actively involved in managing significant assets and has a focused investment strategy.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Non-Exchange Traded Equities100%

Owners & executives

1 of 1

Jasi Halai
Chief Operating OfficerCRD 7142245

Contacts

3 of 4

JOHN DECESARE
Director - ComplianceCRD 6017125
Benjamin Krause
PartnerCRD 6825067
RICHARD RELYEA
Partner, Managing DirectorCRD 4337419

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: NEW YORK
Address: 300 Park Ave
Time zone: ET (UTC-5)
Office locations

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