Millburn Ridgefield LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 148870
- Registered since
- March 8, 2002
- Website
- www.millburn.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies97.09%
- Pooled Investment Vehicles2.91%
- Services
- Financial PlanningPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Millburn Ridgefield LLC is an independent broker-dealer and registered investment adviser that has been SEC-registered since 2002. The firm operates as a capital allocator to institutional clients and combines broker-dealer activities with CPO/CTA responsibilities. Its advisory capabilities include financial planning, portfolio management for investment companies and pooled investment vehicles, and the selection of external advisers. Fee arrangements include both a percentage-of-AUM structure and performance-based fees. The firm does not identify as an active ESG investor and is not organized as a multi-state or related adviser entity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Steven Felsenthal
General Counsel and Chief Compliance OfficerCRD 4782179
Ilon Wu
Chief Financial OfficerCRD 7245039
Barry Goodman
Co-CEOCRD 1785846
Contacts
3 of 8
Don Riordan
Legal and Compliance AssociateCRD 7839168
Gregg Buckbinder
PresidentCRD 1899709
Harvey Beker
Co-ChairmanCRD 4504572
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$5.3B in ETFs
94%
$5B
6%
$322M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P MID-CAP ETF (IJH) | BlackRock | Passive | Mid Cap Blend | $674M | 8,745,534 | 12.77% |
Location
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
- 55 W 46th St
- Time zone
- ET (UTC-5)
- Office locations
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