INHERENT GROUP, LP
Firm details
- Headquarters
- New York, New York
- CRD number
- 290080
- Registered since
- August 8, 2024
- Website
- www.inherentgroup.com
Firm profile
FINTRXOverview
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
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 2ANTHONY DAVIS
CEO & Chief Investment OfficerCRD 2931436
MICHAEL ELLIS
COO & CCOCRD 6877094
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$12.3M in ETFs
100%
$12.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) | BlackRock | Passive | Diversified Emerging Mkts | $12.3M | 213,405 | 100.00% |
Location
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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