Jain Global LLC

RIASEC Registered
Total AUM
$32.4B
Discretionary
$32.4B
100% of AUM
Avg account
$4B
Accounts
8
Employees
427
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
330309
Registered since
May 31, 2024
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

Jain Global LLC is a limited liability company that operates as a hedge fund manager and adviser to pooled investment vehicles. The firm is registered with the SEC (registered in 2024) and positions itself toward institutional clients. It performs portfolio management for pooled vehicles and also acts in CPO/CTA capacities, and its industry affiliations indicate roles as sponsor/GP or managing member of pooled vehicles. Fee arrangements include percentage-of-AUM and performance-based components, and the firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

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

FINTRX

Client base

Client personas

Owners & executives

3 of 6
  • Noah Goldberg

    Noah Goldberg

    General Counsel and Chief Compliance OfficerCRD 4898522

  • Jaime Hobbeheydar

    Jaime Hobbeheydar

    Chief Marketing OfficerCRD 6775500

  • Robert Jain

    Robert Jain

    Founder, CEO & CIOCRD 1727007

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Wealth teams

FINTRX

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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ETF holdings

1 of 47

Active vs passive

$1.7B in ETFs

Passive

96%

$1.6B

Active

3%

$76.8M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$315M422,12018.48%

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
9 W 57th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth