INTEGRAL HEALTH ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2020
Total AUM
$1.9B
Discretionary
$1.9B
100% of AUM
Avg account
$144M
Accounts
13
Employees
12
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
301987
Registered since
July 14, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Integral Health Asset Management, LLC is a SEC-registered hedge fund organized as an LLC and operating since 2020. The firm serves institutional clients and provides portfolio management for pooled investment vehicles, acting at times as sponsor, general partner and managing member of those vehicles. Its fee model combines a percentage of assets under management with performance-based fees. Integral Health is not positioned as an ESG-focused manager, does not operate as a multi-state adviser, and does not list pension consulting among its services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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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

Owners & executives

2 of 2
  • Bhagwan Jay Rao

    CIOCRD 7121113

  • JOHN DEL VIRGINIA

    Chief Compliance Officer and Chief Operating OfficerCRD 4437639

Wealth teams

FINTRX

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
437 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth