Integral Health Asset Management, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 301987
- Registered since
- July 14, 2020
- Website
- www.integralhlth.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
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 2
Bhagwan Jay Rao
CIOCRD 7121113
John Del Virginia
Chief Compliance Officer and Chief Operating OfficerCRD 4437639
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Two Creeks Capital Management, LP
RIANew York, NY
Wilkinson Global Asset Management LLC
RIANew York, NY
Access Ventures
RIANew York, NY
NMS Capital Services, LLC
RIANew York, NY
Morgan Stanley Private Equity Asia, Inc.
RIANew York, NY
Liberty Street Advisors, Inc.
RIANew York, NY