KIRKOSWALD ASSET MANAGEMENT LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 298735
- Registered since
- February 12, 2019
- Website
- www.kirkoswald.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
Kirkoswald Asset Management LLC is a limited liability company that operates as a hedge fund manager and registered investment adviser. The firm registered with the SEC in 2019 and identifies its client base as institutional. Its operating activities center on running pooled investment vehicles: Kirkoswald functions as a CPO/CTA and provides portfolio management for pooled vehicles while also acting in sponsor/GP and managing-member roles for those vehicles. Ownership is listed as a combination of a foreign entity and an individual. Fee arrangements include a percentage-of-AUM component plus performance-based fees and other fee lines. The firm does not identify as an active ESG investor and is not classified as a multi-state adviser. It is not described as a capital allocator in the firm-level classification, though it does hold allocations to third-party alternative managers (see Investments & Alternatives).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
3 of 3DAVID GILBERT
Chief Operating Officer and Chief Compliance OfficerCRD 6131577
CHRIS CAFAGNA
Chief Operating OfficerCRD 7998499
DAVID HASSAN
Chief Financial OfficerCRD 6680354
Contacts
2 of 2GREGORY COFFEY
MemberCRD 6017695
JOSEPH MAURO
PresidentCRD 2443935
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 520 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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