FORMULA GROWTH MANAGEMENT CORP

RIASEC RegisteredEst. 2017
Total AUM
$343M
Discretionary
$343M
100% of AUM
Avg account
$49.1M
Accounts
7
Employees
2
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
285005
Registered since
April 21, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Formula Growth Management Corp. is a corporate investment adviser that registers with the SEC and has been active since 2017. The firm primarily serves institutional clients and focuses on portfolio management for pooled investment vehicles; it also acts in roles typical of sponsors and general partners, including managing members of pooled vehicles. Ownership is listed as a mix of a foreign entity and an individual. Its compensation structure combines a percentage-of-AUM fee with performance-based fees, consistent with an adviser that runs pooled funds and may share in upside. The firm does not position itself as a capital allocator, is not flagged as an active ESG investor, and is not a multistate adviser under the provided snapshot.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

2 of 2
  • Argirios Kiriazidis

    Chief Operating Officer & Chief Compliance OfficerCRD 6707982

  • RANDALL KELLY

    Chief Executive Officer & Chief Investment OfficerCRD 5109353

Contacts

1 of 1
  • JAMES SINCLAIR

    Senior Vice PresidentCRD 8000033

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
1 Rockefeller Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth