BRACCO ASSET MANAGEMENT

RIASEC RegisteredEst. 2023
Total AUM
$446M
Discretionary
$446M
100% of AUM
Avg account
$112M
Accounts
4
Employees
7
Advisory reps
3

Firm details

Headquarters
PURCHASE, New York
CRD number
326536
Registered since
June 15, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bracco Asset Management is a limited partnership that manages pooled investment vehicles and is registered with the SEC as of 2023. It positions itself as a hedge fund manager serving institutional clients and operates in a sponsor/GP and managing-member capacity for its funds. The firm performs portfolio management for pooled products and is registered to act as a CPO/CTA. Its fee model combines an asset-based management fee with performance-based incentive fees. Bracco does not identify as an active ESG investor and is not structured as a multi-state adviser.

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
  • ANDREW STROBER

    Chief Financial Officer & Chief Compliance OfficerCRD 2815354

Contacts

2 of 2
  • JOSHUA NEREN

    Co-Founder & Managing PartnerCRD 1976851

  • MICHAEL GOLDSTEIN

    Co-Founder and Managing PartnerCRD 2596189

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

PURCHASE, NY

WESTCHESTER

Location

PURCHASE, NY

Headquartered in PURCHASE, 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
WESTCHESTER
Address
2 Manhattanville Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth