INTEGRUM HOLDINGS LP

RIASEC RegisteredEst. 2021
Total AUM
$5.5B
Discretionary
$5.5B
100% of AUM
Avg account
$457M
Accounts
12
Employees
25
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
314678
Registered since
July 16, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Integrum Holdings LP is a limited partnership that operates as a private equity fund manager and sponsor. The firm is SEC-registered (since 2021) and serves institutional clients, focusing on portfolio management for pooled investment vehicles. Integrum functions as a sponsor, general partner, and managing member of pooled vehicles rather than acting primarily as a capital allocator. Its fee structure combines a percentage of assets under management with performance-based fees. The firm reports that it actively incorporates ESG considerations into its investment approach.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 7
  • GARY HOROWITZ

    General CounselCRD 7682557

  • JEFFREY LIVINGSTON

    InvestorCRD 5164413

  • Colleen Olson

    TrusteeCRD 7456556

Unlock 4 more contacts

Wealth teams

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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
55 Hudson Yards
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth