Myda Advisors LLC

RIASEC RegisteredEst. 2016
Total AUM
$821M
Discretionary
$821M
100% of AUM
Avg account
$117M
Accounts
7
Employees
8
Advisory reps
2

Firm details

Headquarters
Woodmere, New York
CRD number
168658
Registered since
September 23, 2016
Custodians
GOLDMAN SACHS & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles99.09%
  • Other0.91%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Myda Advisors LLC is a Delaware limited-liability investment manager registered with the SEC in 2016 and structured as a hedge fund manager that primarily serves institutional clients. The firm operates as a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management for pooled investment vehicles; it also serves as sponsor, general partner, or managing member for its funds. Compensation includes both a percentage-of-assets fee and performance-based fees, consistent with hedge-fund economics. The firm does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • Jeffrey Mann

    Chief Operating OfficerCRD 5088732

Contacts

1 of 1
  • Jason Lieber

    Portfolio ManagerCRD 3006080

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 10

Active vs passive

$65.5M in ETFs

Passive

93%

$60.6M

Active

0%

$4.9M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES SELECT DIVIDEND ETF (DVY)BlackRockPassiveLarge Value$27.4M175,00041.77%

Location

Primary office

Woodmere, NY

Nassau

Location

Woodmere, NY

Headquartered in Woodmere, 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
Nassau
Address
1067 Broadway
Time zone
ET (UTC-5)
Office locations

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