Morgens, Waterfall, Vintiadis & Company, Inc.

RIASEC RegisteredEst. 1997
Total AUM
$194M
Discretionary
$194M
100% of AUM
Avg account
$64.5M
Accounts
3
Employees
9
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
108692
Registered since
November 25, 1997
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Morgens, Waterfall, Vintiadis & Company, Inc. is a corporate-structured investment adviser that registers as a hedge fund manager and focuses on institutional clients. The firm is registered with the SEC since 1997 and is owned by individuals. Its advisory activity centers on portfolio management for pooled investment vehicles; it also acts as an investment sponsor/GP and managing member for those vehicles. Compensation combines a percentage-of-assets fee with performance-based fees, consistent with an active, incentive-driven approach. The firm does not identify as an ESG-focused investor and is not reported as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

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

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Client base

Client personas

Owners & executives

2 of 2
  • Michele Manfredi

    Michele Manfredi

    Chief Compliance Officer And Chief Financial OfficerCRD 2281284

  • Scott Storkamp

    Scott Storkamp

    Chief Investment OfficerCRD 2290509

Contacts

1 of 1
  • Edwin Morgens

    Director, ChairmanCRD 4361909

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
1270 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