ARENA CAPITAL ADVISORS

RIASEC RegisteredEst. 2014
Total AUM
$5.3B
Discretionary
$5.3B
100% of AUM
Avg account
$133M
Accounts
40
Employees
26
Advisory reps
3

Firm details

Headquarters
Los Angeles, California
CRD number
170313
Registered since
January 31, 2014
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

FINTRX

Overview

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

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: Non-Investment Grade Corp Bonds 75%, Other 23%, Exchange Traded Equities 4%, Derivatives 2%75%
  • Non-Investment Grade Corp Bonds75%
  • Other23%
  • Exchange Traded Equities4%
  • Derivatives2%

Owners & executives

1 of 1
  • JEREMY SAGI

    Chief Investment OfficerCRD 6323209

Contacts

2 of 2
  • DANIEL ELPERIN

    Founding PartnerCRD 6327287

  • SANIJE PERRETT

    Founding Partner and PresidentCRD 4942640

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 3

Active vs passive

$5.2M in ETFs

Passive

100%

$5.2M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES 1-3 YEAR TREASURY BOND ETF (SHY)BlackRockPassiveShort Government$2.9M35,00055.13%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth