ARENA CAPITAL ADVISORS
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 170313
- Registered since
- January 31, 2014
- Website
- www.arenaca.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles79.47%
- Pension & Profit Sharing Plans11.66%
- Insurance Companies7.83%
- Investment Companies1.04%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Arena Capital Advisors is a privately held LLC that has been SEC‑registered since 2014. The firm operates as a hedge fund and other fund sponsor/provider and offers portfolio management across a mix of client types — individuals and small businesses, pooled investment vehicles, investment companies, and institutions. It also performs commodity pool operator/commodity trading adviser (CPO/CTA) activities and acts as a sponsor/GP or managing member for pooled vehicles it runs. Clients are primarily institutional. Its fee arrangements include percentage‑of‑AUM fees, fixed fees and performance‑based fees. Arena does not identify as an active ESG investor and is not 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
- Non-Investment Grade Corp Bonds75%
- Other23%
- Exchange Traded Equities4%
- Derivatives2%
Owners & executives
1 of 1JEREMY SAGI
Chief Investment OfficerCRD 6323209
Contacts
2 of 2DANIEL ELPERIN
Founding PartnerCRD 6327287
SANIJE PERRETT
Founding Partner and PresidentCRD 4942640
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$5.2M in ETFs
100%
$5.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 1-3 YEAR TREASURY BOND ETF (SHY) | BlackRock | Passive | Short Government | $2.9M | 35,000 | 55.13% |
Location
Los Angeles, CA
LOS ANGELES
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 12121 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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