ALKEON CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 118059
- Registered since
- December 13, 2001
- Website
- www.alkeoncapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles77.15%
- Investment Companies18.3%
- Other4.55%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Alkeon Capital Management, LLC is a multi-strategy manager organized as an LLC and SEC-registered since 2001. The firm is classified across hedge fund and venture capital strategies and serves primarily institutional clients. Its fee arrangements combine a percentage-of-AUM basis with performance-based fees. Alkeon acts as a commodity pool operator/commodity trading advisor and provides portfolio management for registered investment companies and pooled investment vehicles. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- Non-Exchange Traded Equities3%
- Derivatives3%
- Private Funds2%
Owners & executives
3 of 3PANAYOTIS SPARAGGIS
Founder and Chief Executive OfficerCRD 2542136
GREGORY JAKUBOWSKY
COOCRD 2155311
GEORGE MYKONIATIS
CFOCRD 2895760
Contacts
1 of 1JENNIFER SHUFRO
Managing DirectorCRD 6466588
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$967M in ETFs
100%
$967M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $765M | 1,325,777 | 79.13% |
Location
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
- 350 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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