INHERENT GROUP, LP

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
290080
Registered since
August 8, 2024

Firm profile

FINTRX

Overview

Inherent Group, LP operates as a limited partnership focused on pooled-vehicle management and commodity/managed-futures activity, identifying itself as a CPO/CTA and sponsor or general partner for investment vehicles. The firm runs a concentrated public equity sleeve alongside sponsored private funds, and it flags active ESG consideration in its investment approach. Its public equity exposure is small in the number of positions but large in dollar concentration, suggesting a high-conviction public portfolio supplemented by privately managed strategies where the firm serves as sponsor or GP. The firm’s structure and disclosures point to a manager that combines discretionary portfolio management with fund sponsorship and operational control over pooled products. That mix indicates the team pursues both liquid public-market positions and less-liquid, manager-controlled vehicles where they originate or directly govern strategy and terms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • ANTHONY DAVIS

    CEO & Chief Investment OfficerCRD 2931436

  • MICHAEL ELLIS

    COO & CCOCRD 6877094

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$12.3M in ETFs

Passive

100%

$12.3M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG)BlackRockPassiveDiversified Emerging Mkts$12.3M213,405100.00%

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
300 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth