Mangrove Partners

RIASEC RegisteredEst. 2013
Total AUM
$2.7B
Discretionary
$2.7B
100% of AUM
Avg account
$676M
Accounts
4
Employees
19
Advisory reps
2

Firm details

Headquarters
Greenwich, Connecticut
CRD number
162296
Registered since
May 20, 2013
Custodians
HSBC PRIVATE BANKING
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles98.93%
  • Insurance Companies1.07%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Mangrove Partners is organized as an LLC and operates as a hedge fund manager focused on institutional capital. The firm is registered with the SEC and is active as a commodity pool operator/commodity trading advisor and as a manager of pooled investment vehicles. Its business model combines asset-based management fees with performance-based fees, and it does not identify as an active ESG investor. Filings indicate the firm is not structured primarily as a capital allocator; instead it manages at least one pooled hedge fund and may supplement that vehicle with allocations to third-party alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 71%, US Government Bonds 25%, Investment Grade Corp Bonds 5%71%
  • Cash & Cash Equivalents71%
  • US Government Bonds25%
  • Investment Grade Corp Bonds5%

Owners & executives

1 of 1
  • Ward Dietrich

    Chief Operating Officer and Chief Compliance OfficerCRD 5301614

Contacts

1 of 1
  • Nathaniel August

    President and Portfolio ManagerCRD 2934301

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2

Active vs passive

$61.3M in ETFs

Passive

100%

$61.3M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
GRAYSCALE ETHEREUM STAKING MINI ETF (ETH)GrayscalePassiveDigital Assets$33.6M2,232,65654.78%

Location

Primary office

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, 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
Fairfield
Address
2 Sound View Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth