GOEHRING & ROZENCWAJG ASSOCIATES, LLC

RIASEC RegisteredEst. 2016
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$117M
Accounts
13
Employees
6
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
283394
Registered since
May 23, 2016
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 formed in 2016 that operates with an institutional client focus. The firm is classified in the data as a venture capital fund but provides a range of portfolio management services across client types, including individuals and small businesses, investment companies, pooled investment vehicles, and institutions. It also runs educational seminars and workshops. Its fee schedule includes percentage-of-assets, performance-based fees, and other fee arrangements. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Exchange Traded Equities 97%, Private Funds 2%, Cash & Cash Equivalents 1%97%
  • Exchange Traded Equities97%
  • Private Funds2%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • KEVIN O'FRIEL

    COOCRD 1338823

Contacts

2 of 2
  • LEIGH GOEHRING

    Managing PartnerCRD 6653612

  • ADAM ROZENCWAJG

    Managing PartnerCRD 4988178

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
115 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth