MACHINE INVESTMENT GROUP, LP

RIASEC RegisteredEst. 2022
Total AUM
$624M
Discretionary
$624M
100% of AUM
Avg account
$78M
Accounts
8
Employees
13
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
315219
Registered since
July 29, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Machine Investment Group, LP is a limited partnership that operates as an active manager of pooled real estate investment vehicles and functions as sponsor/GP for those vehicles. The firm is structured to serve institutional clients and focuses its advisory activity on portfolio management for private pooled funds rather than on individual retail relationships. Its fee model combines a percentage-of-assets under management component with performance-based fees, aligning compensation with investment outcomes. The firm is SEC-registered (registered in 2022) and is not set up as a multi-state adviser or pension consultant. As an allocator and manager, the firm directs capital into closed-end and open-ended pooled vehicles, and it performs sponsor and managing-member roles for those vehicles. That operational posture indicates the firm both sources and oversees underlying real estate and credit strategies while retaining governance responsibilities common to general partners.

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

2 of 2
  • MATTHEW LAMBERT

    General Counsel and Chief Compliance OfficerCRD 7035585

  • Matthew Kane

    Chief Financial OfficerCRD 7591338

Contacts

1 of 1
  • ERIC ROSENTHAL

    Co-Founder & Managing PartnerCRD 7404449

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

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
11 W 42nd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth