CATENARY ALTERNATIVES ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2012
Total AUM
$353M
Discretionary
$353M
100% of AUM
Avg account
$88.3M
Accounts
4
Employees
5
Advisory reps
5

Firm details

Headquarters
MIAMI, Florida
CRD number
164517
Registered since
July 11, 2012
Custodians
MORGAN STANLEY & CO. LLC, GOLDMAN SACHS & CO. LLC, BOFA SECURITIES, INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Corporations / Businesses100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Catenary Alternatives Asset Management, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2012. The firm is structured and classified as a hedge fund manager with an individual owner and serves institutional clients. Its business model combines traditional asset-based advisory fees with performance-based compensation. Advisory activities listed in filings emphasize portfolio management for pooled investment vehicles and for institutional/business clients, as well as selection of other advisers. Catenary does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 97%, Derivatives 3%97%
  • Exchange Traded Equities97%
  • Derivatives3%

Owners & executives

1 of 1
  • CLAIRE ROGAN

    Chief Financial Officer & Chief Compliance OfficerCRD 6471221

Contacts

3 of 4
  • ELI COHEN

    PrincipalCRD 4969902

  • GEORGE PEREZ

    Founding PrincipalCRD 2686389

  • JAMES BESAW

    Founding PrincipalCRD 2272546

Unlock 1 more contacts

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

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
1450 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth