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 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
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 2GREGORY 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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