Jain Global LLC

RIASEC RegisteredEst. 2024
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 operates as a hedge-fund–style advisor and pooled-vehicle manager focused on institutional clients. The firm functions as a CPO/CTA and provides portfolio management for pooled investment vehicles; it also acts in sponsor/GP and managing-member roles for those vehicles. Fee arrangements include a percentage-of-AUM component, performance-based fees and other fee structures. Jain Global is not positioned as a capital allocator to external managers; instead it runs its own pooled strategies and uses third-party alternative managers where appropriate. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 5
  • Noah Goldberg

    Noah Goldberg

    General Counsel and Chief Compliance OfficerCRD 4898522

  • Jaime Hobbeheydar

    Jaime Hobbeheydar

    Chief Marketing OfficerCRD 6775500

  • Stephen Haratunian

    Stephen Haratunian

    Chief Risk OfficerCRD 1879954

Unlock 2 more executives

Contacts

1 of 1
  • Pratik Hegde

    CRD 8293553

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 58

Active vs passive

$1.7B in ETFs

Passive

99%

$1.7B

Active

<1%

$11.8M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR GOLD TRUST (GLD)State StreetPassiveCommodities Focused$220M511,76613.10%

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