CATENARY ALTERNATIVES ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 164517
- Registered since
- July 11, 2012
- Website
- www.catenaryalts.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Derivatives3%
Owners & executives
1 of 1CLAIRE ROGAN
Chief Financial Officer & Chief Compliance OfficerCRD 6471221
Contacts
3 of 4ELI COHEN
PrincipalCRD 4969902
GEORGE PEREZ
Founding PrincipalCRD 2686389
JAMES BESAW
Founding PrincipalCRD 2272546
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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