MA ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2016
Total AUM
$258M
Discretionary
$258M
100% of AUM
Avg account
$64.4M
Accounts
4
Employees
15
Advisory reps
5

Firm details

Headquarters
IRVINGTON, New York
CRD number
283673
Registered since
May 10, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies60.59%
  • Pooled Investment Vehicles39.41%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

MA Asset Management, LLC is an SEC-registered private equity manager organized as an LLC and active since 2016. The firm serves institutional clients and provides portfolio management for investment companies and pooled investment vehicles. It also functions as sponsor, general partner and managing member of pooled vehicles, indicating it both runs private funds and holds operating control in those vehicles. Compensation uses a mix of percentage-of-AUM and performance-based fees. MA Asset Management does not present itself as a capital allocator and is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • PAUL GRADY

    Chief Financial OfficerCRD 6248768

  • ASHEES JAIN

    Chief Investment OfficerCRD 5009656

  • Christopher Wyke

    Founder and Co-CEOCRD 7803845

Contacts

2 of 2
  • RICHARD MACWILLIAMS

    Managing DirectorCRD 4927801

  • Frank Danieli

    Managing DirectorCRD 7803843

Wealth teams

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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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Location

Primary office

IRVINGTON, NY

WESTCHESTER

Location

IRVINGTON, NY

Headquartered in IRVINGTON, 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
WESTCHESTER
Address
3 W Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth