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 an SEC-registered limited liability company formed in 2013 that operates as a hedge fund manager focused on institutional clients. The firm functions in roles consistent with a CPO/CTA and as a sponsor or managing member of pooled investment vehicles; its stated advisory activity is portfolio management for pooled vehicles. Fee arrangements include a management percentage of assets and performance-based fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

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

$79M in ETFs

Passive

89%

$70.6M

Active

0%

$8.5M

ETFProviderStyleCategoryValueShares% of portfolio
GRAYSCALE ETHEREUM STAKING MINI ETF (ETH)GrayscalePassiveDigital Assets$70.6M3,552,68589.28%

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth