ALLIANZ CAPITAL PARTNERS OF AMERICA LLC

RIASEC RegisteredEst. 2012
Total AUM
$6.4B
Discretionary
$4.8B
75% of AUM
Avg account
$577M
Accounts
11
Employees
30
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
161684
Registered since
March 30, 2012
Fee structure
Fixed Fees, Other
Client types
  • Insurance Companies98.28%
  • Pooled Investment Vehicles1.72%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Allianz Capital Partners Of America LLC is a limited liability company registered with the SEC since 2012 that provides investment management primarily to institutional clients. The firm’s advisory work centers on portfolio management for pooled investment vehicles; it also acts in sponsor/GP and other manager capacities for pooled structures. Fee arrangements include fixed fees and other non-standard structures. The firm identifies as an active ESG investor and reports it is not functioning as a capital allocator. It is affiliated with a range of industry roles, including other investment adviser activity, CPO/CTA functions, insurance-company relationships, and pension-consulting type engagements.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Contacts

1 of 1
  • JAMES MCNAMARA

    CCOCRD 6794750

Wealth teams

FINTRX

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
1633 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth