ATERIAN INVESTMENT MANAGEMENT, LP

RIASEC RegisteredEst. 2014
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$238M
Accounts
7
Employees
22
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
169302
Registered since
January 2, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Aterian Investment Management, LP is a limited partnership that manages private equity-focused pooled vehicles for institutional clients. Registered with the SEC in 2014, the firm serves as an adviser, sponsor and general partner of its funds and concentrates on portfolio management of pooled investment vehicles rather than acting as a broad capital allocator. Its business model combines a traditional percentage-of-assets fee with performance-based fees tied to fund results, and it identifies itself as an active ESG investor, which suggests ESG considerations are integrated into manager selection, deal underwriting or portfolio monitoring. The firm’s client base is institutional and its advisory activities are centered on private equity fund management. Aterian operates multiple private funds and appears to act as both sponsor and manager for those vehicles, taking responsibility for sourcing, executing and overseeing private equity investments on behalf of fund investors.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • JILLIAN BOIDY

    CFO and CCOCRD 4428276

Contacts

3 of 3
  • BRANDON BETHEA

    Partner and Co-FounderCRD 3131811

  • MICHAEL FIELDSTONE

    Partner and Co-FounderCRD 2936595

  • CHRISTOPHER THOMAS

    Co-FounderCRD 3091474

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
550 Fifth Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth