EREZ ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2025
Total AUM
$84.3M
Discretionary
$84.3M
100% of AUM
Avg account
$28.1M
Accounts
3
Employees
2
Advisory reps
3

Firm details

Headquarters
NEW ROCHELLE, New York
CRD number
332027
Registered since
March 31, 2025
Custodians
BNP PARIBAS SECURITIES CORP.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles76.77%
  • Other23.23%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Erez Asset Management, LLC operates as a hedge fund manager serving institutional investors, with a primary focus on pooled investment vehicles. The firm runs discretionary mandates and charges a mix of asset-based and performance-based fees, consistent with hedge fund compensation structures. Investment activity is tilted toward liquid equity exposure—particularly exchange-traded instruments—while maintaining active allocations to a range of alternative strategies. In its role as sponsor, general partner and managing member of pooled vehicles, the firm combines portfolio management duties with operational control over the funds it advises.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 53%, Other 43%53%
  • Exchange Traded Equities53%
  • Other43%

Owners & executives

2 of 2
  • GREGORY GRINBERG

    Chief Operating OfficerCRD 2940122

  • PETER GUARINO

    Chief Compliance OfficerCRD 1276310

Contacts

1 of 1
  • BRUCE SCHANZER

    ChairmanCRD 4463001

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NEW ROCHELLE, NY

WESTCHESTER

Location

NEW ROCHELLE, NY

Headquartered in NEW ROCHELLE, 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
270 North Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth