EXOME ASSET MANAGEMENT LLC

RIASEC RegisteredEst. 2021
Total AUM
$549M
Discretionary
$549M
100% of AUM
Avg account
$91.4M
Accounts
6
Employees
10
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
304585
Registered since
July 28, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Exome Asset Management LLC is an individually owned, SEC-registered hedge fund adviser that began registration in 2021. The firm focuses on institutional clients and provides portfolio management for pooled investment vehicles, acting in sponsor/GP/managing-member roles for those structures. Its compensation combines an asset-based fee with performance-based fees. Exome does not identify as an active ESG investor and is not listed as a multi-state adviser or a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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

1 of 1
  • JOSEPH NARVAEZ

    Chief Operating OfficerCRD 7895041

Contacts

3 of 3
  • BRIANNE SHERGILL

    Head of ComplianceCRD 7655032

  • ALEX FORSCHNER

    PresidentCRD 5330416

  • SAMUEL ISALY

    Managing PartnerCRD 255467

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
330 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth