Bxmt Advisors L.L.C.

RIASEC RegisteredEst. 2017
Total AUM
$20B
Discretionary
$20B
100% of AUM
Avg account
$10B
Accounts
2
Employees
207
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
288050
Registered since
May 4, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bxmt Advisors L.L.C. is an SEC-registered limited liability company established in 2017 that operates primarily for institutional clients. The firm is classified as a securitized asset fund and conducts business as a CPO/CTA while providing portfolio management for pooled investment vehicles. Ownership is reported as a combination of a domestic entity and an individual. Its fee model combines a percentage-of-AUM charge with performance-based fees. Bxmt is not an active ESG investor, is not set up as a multi-state adviser, and is not structured as a capital allocator or a related adviser. Bxmt maintains multiple industry relationships that extend beyond pure advisory work. The firm has affiliations with broker-dealers, other investment advisers, banking or thrift institutions, accountants, insurance companies, and sponsors or managing members of pooled investment vehicles. Those connections suggest the firm participates across structuring, distribution, and sponsor roles in addition to portfolio management for pooled products.

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

Contacts

3 of 5
  • Scott Mathias

    Scott Mathias

    CCO, Managing DirectorCRD 6622618

  • Brett Newman

    Brett Newman

    Senior Managing DirectorCRD 5348170

  • Timothy Johnson

    Timothy Johnson

    Sr. Managing DirectorCRD 4568908

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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
345 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth