AETOS ALTERNATIVES MANAGEMENT

RIASEC RegisteredEst. 2001
Total AUM
$5.8B
Discretionary
$925M
16% of AUM
Avg account
$54.2M
Accounts
107
Employees
19
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
116761
Registered since
December 13, 2001
Custodians
STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Charitable Organizations46.87%
  • Pension & Profit Sharing Plans45.69%
  • Investment Companies7.36%
  • Pooled Investment Vehicles0.08%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Aetos Alternatives Management is a limited partnership established in 2001 that operates as a hedge-fund-style adviser. The firm serves both individual/family and institutional clients and provides portfolio management across a wide set of client types, including pooled investment vehicles and investment companies. Its advisory scope includes selecting other advisers and acting in sponsor/GP/managing-member roles for pooled vehicles, indicating it both manages funds and allocates to external managers. Compensation combines a percentage-of-AUM element with performance-based fees, consistent with the hedge fund orientation. The firm identifies as an active ESG investor and is owned by domestic entities and individuals. Aetos is not a multi-state RIA and does not present itself as a capital allocator separate from its fund-management activities.

Assets & Accounts

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: Private Funds 98%, Exchange Traded Equities 1%, Cash & Cash Equivalents 1%98%
  • Private Funds98%
  • Exchange Traded Equities1%
  • Cash & Cash Equivalents1%

Owners & executives

3 of 5
  • HAROLD SCHAAFF

    General Counsel and Chief Compliance OfficerCRD 1994265

  • MARC BAUM

    General Counsel and Chief Compliance OfficerCRD 1580046

  • SCOTT SAWYER

    Managing Director and Chief Financial OfficerCRD 5654732

Unlock 2 more executives

Contacts

1 of 1
  • MICHAEL KLEIN

    Partner, Co-FounderCRD 2669395

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
875 3rd Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth