Goehring & Rozencwajg Associates, LLC

RIASEC RegisteredEst. 2016

Total AUM

$1.5B

Discretionary

$1.5B

100% of AUM

Avg account

$117M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 283394
Registered since: May 23, 2016
Website: gorozen.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Investment Companies50.47%
Other29.29%
Sovereign Wealth Funds10.62%
Corporations / Businesses8.37%
Pension & Profit Sharing Plans0.91%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Goehring & Rozencwajg Associates, LLC is an SEC-registered limited liability company that operates as a manager of pooled investment vehicles with a venture capital classification. The firm reports an individual ownership structure and primarily serves institutional clients. Its advisory services include discretionary portfolio management across individuals and small businesses, investment companies, pooled vehicles and institutional accounts, and the firm also runs educational seminars and workshops. Fees combine a percentage-of-assets component with performance-based and other fee arrangements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.