ABR DYNAMIC FUNDS, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 171847
- Registered since
- July 29, 2014
- Website
- abrfunds.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies67.11%
- Pooled Investment Vehicles32.89%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
ABR Dynamic Funds, LLC is a small, institutional-focused hedge fund manager organized as a limited liability company and SEC-registered since 2014. The firm operates as a sponsor, general partner and managing member of pooled investment vehicles and is registered to perform CPO/CTA-type activities, which signals that its investment program includes pooled-vehicle trading and commodity/managed-futures style execution and oversight. Its advisory scope centers on portfolio management for investment companies and other pooled vehicles rather than retail advisory relationships. Compensation is structured as a combination of a percentage of assets under management and performance-based fees, aligning manager incentives with investment performance. The firm is not positioned as an ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Joseph Valente
Chief Compliance OfficerCRD 7048409
TAYLOR LUKOF
Founder & CEOCRD 4712981
Contacts
1 of 1William Mullin
Director of Business DevelopmentCRD 5100671
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 17 State St
- Time zone
- ET (UTC-5)
- Office locations
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