Interval Partners, L.P.
Firm details
- Headquarters
- New York, New York
- CRD number
- 164424
- Registered since
- July 22, 2013
- Website
- intervalpartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Interval Partners, L.P. is a limited partnership organized as a hedge-fund manager that primarily serves institutional clients. The firm is SEC-registered since 2013 and is structured to operate as a commodity pool operator/commodity trading advisor (CPO/CTA), with advisory activity focused on portfolio management for pooled investment vehicles. Its business model combines a percentage-of-assets fee schedule with performance-based compensation and other fee components. Interval Partners is not positioned as a capital allocator to external managers; instead, it appears to run and sponsor its own pooled products.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2Susan Yeh
Chief Operating OfficerCRD 4229256
Vigen Charbatian
Chief Financial OfficerCRD 7715774
Contacts
3 of 6
Elise Divincenzo
Partner, Portfolio ManagerCRD 4288370
Gregg Moskowitz
Partner, Portfolio ManagerCRD 4627217
Raymond Fernandez
Partner, PresidentCRD 2963857
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$41.9M in ETFs
100%
$41.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) S&P(R) REGIONAL BANKING ETF (KRE) | State Street | Passive | Financial | $11.2M | 172,249 | 26.76% |
Location
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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