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 an SEC-registered investment adviser organized as an LLC and functioning primarily as a hedge fund manager. The firm, registered in 2020, serves institutional clients and focuses on managing pooled investment vehicles rather than providing direct wealth management to individuals. Compensation combines a percentage-of-assets fee with performance-based fees, consistent with a hedge fund structure. Integral Health does not characterize itself as an active ESG investor and is not structured as a multi-state adviser or pension consultant. The firm also plays sponsor/GP and managing-member roles for the pooled vehicles it runs, indicating active control over the funds it manages and alignment with a manager-led organizational structure for those vehicles.

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

Owners & executives

2 of 2
  • Bhagwan Jay Rao

    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