ADVANTAGE ADVISERS MANAGEMENT, LLC

RIASEC RegisteredEst. 1998
Total AUM
$469M
Discretionary
$469M
100% of AUM
Avg account
$469M
Accounts
1
Employees
18
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
108180
Registered since
July 31, 1998
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Advantage Advisers Management, LLC is an SEC-registered investment manager formed as a limited liability company and active since 1998. The firm operates primarily for institutional clients and functions as a hedge fund and other fund provider, managing pooled investment vehicles. Its regulatory and operating roles include acting as a CPO/CTA and providing portfolio management for pooled vehicles. Compensation is a mix of percentage-of-AUM and performance-based fees. The firm does not identify as an active ESG investor and maintains affiliations across the financial services ecosystem, including relationships with broker-dealers, other investment advisers, trust companies, insurance companies, pension consultants, and sponsor/GP roles in pooled funds.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

Owners & executives

2 of 2
  • Deborah Kaback

    Managing Director and Chief Legal OfficerCRD 1854501

  • Brad Watkins

    Chief Financial OfficerCRD 6319251

Contacts

3 of 4
  • DENNIS PATRICK MCNAMARA

    Executive Vice President & General CounselCRD 2938486

  • TERESA INCAO

    National SalesCRD 1971996

  • MICHAELLE MONTGOMERY

    CCOCRD 2600203

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
85 Broad St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth