ABS Global Investments

RIASEC RegisteredEst. 2003
Total AUM
$10.5B
Discretionary
$9B
86% of AUM
Avg account
$499M
Accounts
21
Employees
47
Advisory reps
5

Firm details

Headquarters
Stamford, Connecticut
CRD number
127290
Registered since
July 1, 2003
Custodians
STATE STREET BANK AND TRUST COMPANY, NORTHERN TRUST SECURITIES, INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles88.81%
  • State / Municipal Government4.7%
  • Investment Companies3.69%
  • Other2.8%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

ABS Global Investments is a privately held LLC that acts as a multifaceted fund manager, running pooled vehicles including hedge fund and private equity structures while also providing other fund products. The firm is SEC-registered since 2003 and serves an institutional client base. It operates as a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management for investment companies, pooled investment vehicles, businesses and institutions, and performs selection of other advisers. Fee arrangements include asset-based fees, fixed fees and performance-based fees. ABS Global Investments does not identify as an active ESG investor and is not described as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 61%, Private Funds 37%, Cash & Cash Equivalents 2%61%
  • Exchange Traded Equities61%
  • Private Funds37%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • David Finn

    David Finn

    Partner & Chief Financial OfficerCRD 4872405

Contacts

3 of 4
  • Laurence Russian

    Laurence Russian

    Founding Partner & Portfolio ManagerCRD 2376960

  • Jon Feinberg

    PartnerCRD 8067164

  • Guilherme Valle

    Guilherme Valle

    Founding Partner and Portfolio ManagerCRD 2568700

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, CT, 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
Fairfield
Address
2187 Atlantic St
Time zone
ET (UTC-5)
Office locations

Similar firms