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 is an SEC-registered investment adviser formed as an LLC in 2018 that operates as a private equity–style manager serving institutional clients. The firm provides portfolio management for pooled investment vehicles and for businesses or institutions, and it serves as sponsor/general partner/managing member of pooled vehicles. Fee arrangements include percentage-of-AUM fees, fixed fees, performance-based fees and other fee structures. The firm identifies as an active ESG investor and reports affiliations with broker-dealers, other investment advisers and insurance companies.

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

    Florina Klingbaum

    Chief Financial OfficerCRD 4826914

Contacts

1 of 1
  • Chandra Patel

    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