ISLET MANAGEMENT, LP

RIASEC RegisteredEst. 2017
Total AUM
$109M
Discretionary
$109M
100% of AUM
Avg account
$18.1M
Accounts
6
Employees
4
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
290576
Registered since
December 1, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Islet Management, LP is a private equity manager organized as a limited partnership and registered with the SEC in 2017. The firm’s advisory activity centers on portfolio management for pooled investment vehicles and it functions as sponsor, general partner and managing member of those vehicles. Its client base is institutional, and the firm charges a mix of percentage-of-AUM management fees and performance-based fees consistent with traditional private equity economics. The filing indicates Islet Management is not an active ESG investor and does not operate as a multi-state adviser. It is positioned as a private equity fund manager rather than a broad capital allocator or pension consultant, which suggests its primary focus is sourcing, structuring and managing illiquid private-company investments through closed or pooled fund structures.

Assets & Accounts

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
  • JOSEPH SAMUELS

    Founder, CEO and CIOCRD 2988623

  • REBECCA WALDMAN

    General Counsel & Chief Compliance OfficerCRD 7391571

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
590 Madison Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth