METALMARK MANAGEMENT II LLC

RIASEC RegisteredEst. 2005
Total AUM
$2.5B
Discretionary
$2.5B
100% of AUM
Avg account
$104M
Accounts
24
Employees
18
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
132008
Registered since
January 3, 2005
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Metalmark Management II LLC is a private equity manager that advises pooled investment vehicles for institutional clients. The firm’s advisory activity centers on managing private funds and serving as sponsor, general partner and managing member for those vehicles. Metalmark operates with a fee model that combines a percentage-of-assets under management with performance-based fees, aligning compensation with fund outcomes. The firm is identified as an active ESG investor, which suggests ESG considerations are integrated into its investment due diligence and portfolio monitoring across its funds. While private equity is the dominant focus, Metalmark’s activities and affiliations indicate it also engages with other investment managers and strategies through external allocations and partnerships.

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

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • MICHAEL HOFFMAN

    Co-founder & Co-CEOCRD 1559447

  • HOWARD HOFFEN

    Chairman & CEOCRD 1996419

Contacts

2 of 2
  • KENNETH CLIFFORD

    PartnerCRD 1830922

  • GREGORY MYERS

    PartnerCRD 2262157

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
1177 Avenue of the Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth