Mana Advisors LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 284792
- Registered since
- November 2, 2016
- Website
- www.mana-partners.com
- Custodians
- MORGAN STANLEY & CO. LLC, BANK OF AMERICA
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Mana Advisors LLC is an SEC-registered institutional registered investment adviser organized as an LLC and operating since 2016. The firm serves an institutional client base and provides portfolio management for pooled investment vehicles. Its stated fee model combines a percentage-of-assets-under-management charge with the potential for performance-based fees. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not listed as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
2 of 2
Susan Dumont
CCOCRD 2346501
Gregory Rogers
PresidentCRD 2238505
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
- 122 E 42nd St
- Time zone
- ET (UTC-5)
- Office locations
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