Interval Partners, L.P.

RIASEC RegisteredEst. 2013
Total AUM
$9.4B
Discretionary
$9.4B
100% of AUM
Avg account
$294M
Accounts
32
Employees
56
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
164424
Registered since
July 22, 2013
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Interval Partners, L.P. is a limited partnership organized as a hedge fund and registered with the SEC in 2013. The firm primarily serves institutional clients and operates as a commodity pool operator/commodity trading advisor while also providing portfolio management for pooled investment vehicles. Its fee schedules include asset-based fees and performance fees (along with other fee components). Interval Partners is not characterized as an active ESG investor and is not a multi-state or newly formed adviser. The firm also functions in sponsor/GP and managing-member roles for pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Susan Yeh

    Chief Operating OfficerCRD 4229256

  • Vigen Charbatian

    Chief Financial OfficerCRD 7715774

Contacts

3 of 5
  • Elise Divincenzo

    Elise Divincenzo

    Partner, Portfolio ManagerCRD 4288370

  • Gregg Moskowitz

    Gregg Moskowitz

    Partner, Portfolio ManagerCRD 4627217

  • Raymond Fernandez

    Raymond Fernandez

    Partner, PresidentCRD 2963857

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 5

Active vs passive

$59.6M in ETFs

Passive

100%

$59.6M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) S&P(R) REGIONAL BANKING ETF (KRE)State StreetPassiveFinancial$25.3M338,28042.51%

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
575 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth