AIGEN INVESTMENT MANAGEMENT, LP

RIASEC RegisteredEst. 2018
Total AUM
$110M
Discretionary
$110M
100% of AUM
Avg account
$22.1M
Accounts
5
Employees
9
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
297391
Registered since
November 2, 2018
Fee structure
Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Aigen Investment Management, LP is a limited partnership that provides portfolio management for pooled investment vehicles and operates with an institutional client base. The firm registered with the SEC in 2018 and is owned by a domestic entity and an individual. Its fee model includes performance-based fees, and it holds sponsor roles (sponsor of limited partnerships and sponsor/GP/managing member of pooled vehicles). Aigen does not identify as an active ESG investor and is not described as a capital allocator or pension consultant.

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

Owners & executives

2 of 2
  • ZHIYANG CAO

    Chief Compliance OfficerCRD 5490218

  • JUHUA ZHU

    Founder and CIOCRD 4974075

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
411 5th Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth