Ancient Management LP D/B/A Ancient

RIASEC Registered
Total AUM
$839M
Discretionary
$839M
100% of AUM
Avg account
$280M
Accounts
3
Employees
11
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
324806
Registered since
February 24, 2023
Custodians
CITI PRIVATE BANK
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles90.04%
  • Other9.96%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Ancient Management LP, operating as Ancient, is a limited partnership that registered with the SEC in 2023 and positions itself as an institutional registered investment adviser serving institutional clients. Its advisory work centers on portfolio management for pooled investment vehicles; the firm also functions as sponsor, general partner and managing member of pooled vehicles and maintains affiliations with insurance-related sponsor activity. Fee arrangements combine a percentage-of-AUM component with performance-based compensation. Ancient does not identify as an active ESG investor, is not a multi-state adviser, and is not described as a pension consultant.

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: Investment Grade Corp Bonds 86%, Cash & Cash Equivalents 8%, US Government Bonds 6%86%
  • Investment Grade Corp Bonds86%
  • Cash & Cash Equivalents8%
  • US Government Bonds6%

Owners & executives

3 of 3
  • Alexander Klabin

    Chairman & CEOCRD 3106126

  • Alison Horowitz

    Chief Financial OfficerCRD 7382987

  • Adam Ingber

    Adam Ingber

    Chief Legal OfficerCRD 7382988

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
520 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth