ARGENTIC

RIASEC RegisteredEst. 2017
Total AUM
$1.8B
Discretionary
$950M
52% of AUM
Avg account
$604M
Accounts
3
Employees
70
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
289502
Registered since
October 19, 2017
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Argentic is a privately organized investment manager formed as an LLC and registered with the SEC in 2017. The firm operates as a hybrid manager that runs hedge fund and real estate strategies and serves primarily institutional clients. Its business footprint includes acting as a commodity pool operator/commodity trading adviser and providing portfolio management for pooled investment vehicles. Ownership is reported as a mix of a domestic entity and individual owners, and the firm reports multiple owners with concentrated ownership stakes. Fee arrangements include asset-based and performance-based components, and the firm is not characterized as a capital allocator. Argentic does not identify as an active ESG investor and is not registered as a multi-state adviser. Its public-facing classification emphasizes hedge fund and real estate fund management within a multifaceted fund-manager model.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • MARC ROSSMAN

    Chief Financial OfficerCRD 5213705

  • CLAUDIA BORG

    General Counsel and Chief Compliance OfficerCRD 6017956

  • DOUGLAS TIESI

    Chief Executive OfficerCRD 2803929

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
31 W 27th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth