Arga Investment Management, LP

RIASEC Registered
Total AUM
$24.6B
Discretionary
$24.6B
100% of AUM
Avg account
$332M
Accounts
74
Employees
49
Advisory reps
3

Firm details

Headquarters
Miami, Florida
CRD number
153665
Registered since
August 13, 2012
Custodians
STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles39.31%
  • State / Municipal Government29.72%
  • Investment Companies23.26%
  • Other Investment Advisers5.58%
  • Pension & Profit Sharing Plans1.63%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Arga Investment Management, LP is an institutional registered investment adviser that focuses on portfolio management for investment companies, pooled vehicles and institutional clients. The firm is SEC-registered (registered in 2012) and operates as a limited partnership owned by domestic entities and individuals. Its client base is institutional, and fee arrangements include a percentage-of-AUM charge alongside performance-based fees. Arga also serves as a sponsor/GP/managing member for pooled investment vehicles, indicating an active role in structuring or managing private funds.

Assets & Accounts

Public Holdings

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: Exchange Traded Equities 97%, Cash & Cash Equivalents 2%, Other 1%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents2%
  • Other1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$147M in ETFs

Passive

100%

$147M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI EMERGING MARKETS ETF (EEM)BlackRockPassiveDiversified Emerging Mkts$147M2,203,244100.00%

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
3390 Mary St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth