Meag New York Corporation

RIASEC RegisteredEst. 2022
Total AUM
$44.9B
Discretionary
$40.2B
90% of AUM
Avg account
$316M
Accounts
142
Employees
46
Advisory reps
10

Firm details

Headquarters
New York, New York
CRD number
321962
Registered since
August 8, 2022
Custodians
STATE STREET BANK AND TRUST COMPANY, RBC CAPITAL MARKETS, LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Insurance Companies84.19%
  • Other11.01%
  • Corporations / Businesses4.8%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Meag New York Corporation is a corporate, SEC-registered institutional RIA that focuses on portfolio management for institutional and business clients. The firm is organized as a domestic entity/individual owner type and was registered with the SEC in 2022. It provides advisory services while also operating in roles tied to commodity pool operator or commodity trading adviser activity. Fees are charged as a percentage of AUM and via fixed fees. The firm reports being an active ESG investor and lists affiliations that include other investment advisers, insurance companies, and sponsor/GP/managing-member roles in pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Asset composition

Asset composition: Investment Grade Corp Bonds 34%, US Government Bonds 29%, Sovereign Bonds 16%, Private Funds 11%, Cash & Cash Equivalents 5%, Non-Exchange Traded Equities 4%, Other 1%34%
  • Investment Grade Corp Bonds34%
  • US Government Bonds29%
  • Sovereign Bonds16%
  • Private Funds11%
  • Cash & Cash Equivalents5%

Owners & executives

3 of 3
  • Markus Hummel

    Chief Executive OfficerCRD 8266024

  • Josielyne Pacifico

    Josielyne Pacifico

    Chief Compliance OfficerCRD 4787622

  • Alexander Roehrs

    Alexander Roehrs

    CIOCRD 7565862

Contacts

3 of 7
  • Alexander Poll

    Head of Alternative AssetsCRD 7890332

  • Jonathan Paulson

    TreasurerCRD 8026534

  • Thomas Bucher

    Thomas Bucher

    PresidentCRD 5310308

Unlock 4 more contacts

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
330 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth