FIO ADVISORS LP

RIASEC RegisteredEst. 2024
Total AUM
$366M
Discretionary
$298M
81% of AUM
Avg account
$28.2M
Accounts
13
Employees
8
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
300903
Registered since
September 26, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles81.31%
  • Other18.69%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

FIO Advisors LP is organized as a limited partnership and positions itself as an institutional-focused investment manager. The firm registers activity as a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management for pooled investment vehicles as well as for businesses and institutions. Its fee structure combines a percentage-of-AUM component with performance-based fees. Ownership is listed as a mix of a domestic entity and an individual. FIO Advisors is not identified as an active ESG investor, is not operating as a multi-state adviser, and is not classified as a capital allocator or pension consultant. The firm also reports roles consistent with sponsor, general partner, or managing member activity for pooled vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: State & Local Bonds 50%, Investment Grade Corp Bonds 50%50%
  • State & Local Bonds50%
  • Investment Grade Corp Bonds50%

Owners & executives

2 of 2
  • TODD NEUFELD

    CFO/CCO/COOCRD 2257301

  • HECTOR NEGRONI

    Founder & CEOCRD 2102883

Contacts

1 of 1
  • STEVEN PINKOS

    PresidentCRD 2526684

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
745 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth