Erez Asset Management, LLC
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
FINTRXOverview
Erez Asset Management, LLC is a limited liability company operating as a hedge fund manager and adviser to pooled investment vehicles. The firm is SEC-registered (registration year listed as 2025), is owned by an individual, and serves an institutional client base. Its advisory activity centers on portfolio management for pooled vehicles; it also acts in sponsor/GP and managing member roles for pooled funds. Compensation includes both a percentage-of-AUM fee and performance-based fees. The firm is not positioned as an active ESG investor and is not reported 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 Equities53%
- Other43%
Owners & executives
2 of 2
Gregory Grinberg
Chief Operating OfficerCRD 2940122
Peter Guarino
Chief Compliance OfficerCRD 1276310
Contacts
1 of 1Bruce Schanzer
ChairmanCRD 4463001
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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