3i Corporation

RIASEC RegisteredEst. 2012
Total AUM
$2.7B
Discretionary
$556M
21% of AUM
Avg account
$300M
Accounts
9
Employees
27
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 Advisers79.01%
  • Pooled Investment Vehicles20.99%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

3i Corporation is organized as a corporation and operates as a private equity fund adviser to institutional investors. Registered with the SEC in 2012, the firm advises pooled investment vehicles and functions in roles consistent with a sponsor and general partner for managed funds. Ownership is listed as a mix of a foreign entity and an individual. 3i Corporation charges a combination of percentage-of-AUM, fixed, and performance-based fees and does not present itself as a capital allocator to external managers. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 100%100%
  • Non-Exchange Traded Equities100%

Owners & executives

1 of 1
  • Jasi Halai

    Jasi Halai

    Chief Operating OfficerCRD 7142245

Contacts

3 of 4
  • John Decesare

    John Decesare

    Director - ComplianceCRD 6017125

  • Benjamin Krause

    Benjamin Krause

    PartnerCRD 6825067

  • Richard Relyea

    Richard Relyea

    Partner, Managing DirectorCRD 4337419

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth