FORMULA GROWTH MANAGEMENT CORP
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Argirios Kiriazidis
Chief Operating Officer & Chief Compliance OfficerCRD 6707982
RANDALL KELLY
Chief Executive Officer & Chief Investment OfficerCRD 5109353
Contacts
1 of 1JAMES SINCLAIR
Senior Vice PresidentCRD 8000033
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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