ANTARCTICA INVESTMENT ADVISORS, LLC

RIASEC RegisteredEst. 2018
Total AUM
$5.6B
Discretionary
$5.6B
100% of AUM
Avg account
$155M
Accounts
36
Employees
32
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
284659
Registered since
April 30, 2018
Custodians
U.S. BANCORP INVESTMENTS, INC., CITI PRIVATE BANK, STATE STREET BANK AND TRUST COMPANY, CITI PRIVATE BANK
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • Insurance Companies77.2%
  • Pooled Investment Vehicles22.8%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Antarctica Investment Advisors, LLC operates as a private equity-focused investment manager serving institutional clients. The firm primarily manages pooled investment vehicles and provides portfolio management for businesses and institutions, acting as sponsor and general partner on its funds. Its investment program emphasizes private market strategies — led by private equity allocations — alongside credit and real asset exposures. Antarctica describes itself as an active ESG investor, meaning environmental, social and governance factors are integrated into selection and monitoring of portfolio holdings rather than treated as an afterthought. The firm’s business model combines direct fund management with affiliated activity across the financial services stack: it has ties to a broker-dealer, an insurance company, and other advisory entities. Its fee schedule is mixed, reflecting the structure of its products: percentage-of-AUM fees on managed assets, fixed fees for certain services, and performance-based fees on funds where carried interest or incentive fees apply.

Assets & Accounts

Investments & Alternatives

Location & Offices

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: Other 38%, Investment Grade Corp Bonds 20%, Private Funds 15%, Cash & Cash Equivalents 13%, Non-Investment Grade Corp Bonds 12%, Non-Exchange Traded Equities 1%38%
  • Other38%
  • Investment Grade Corp Bonds20%
  • Private Funds15%
  • Cash & Cash Equivalents13%
  • Non-Investment Grade Corp Bonds12%

Owners & executives

1 of 1
  • FLORINA KLINGBAUM

    Chief Financial OfficerCRD 4826914

Contacts

1 of 1
  • CHANDRA PATEL

    Managing Partner and FounderCRD 6688537

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
1290 Avenue of the Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth