DLD Asset Management, LP

RIASEC RegisteredEst. 2014
Total AUM
$3B
Discretionary
$3B
100% of AUM
Avg account
$333M
Accounts
9
Employees
22
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
170377
Registered since
February 11, 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

DLD Asset Management, LP operates as a hedge fund organized as a limited partnership and registered with the SEC in 2014. The firm primarily serves institutional clients and functions as a sponsor/GP and managing member of pooled investment vehicles. Its business activities include acting as a CPO/CTA and providing portfolio management for pooled funds, and it charges a combination of asset-based fees and performance fees. DLD is not positioned as a capital allocator to outside managers, does not identify as an active ESG investor, and is not 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

Owners & executives

3 of 3
  • Brad Wagner

    Brad Wagner

    Chief Compliance OfficerCRD 6535974

  • Naveen Dhuper

    Chief Financial OfficerCRD 3071026

  • Liang Xin

    Chief Risk OfficerCRD 6740306

Contacts

1 of 1
  • Mark Friedman

    PrincipalCRD 2969373

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
150 E 52nd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth