Ninth Eternity Asset Management LLC

RIASEC RegisteredEst. 2022
Total AUM
$239M
Discretionary
$239M
100% of AUM
Avg account
$79.5M
Accounts
3
Employees
5
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
306985
Registered since
May 2, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Ninth Eternity Asset Management LLC is structured as a limited liability company and operates as a private equity manager. The firm registered with the SEC in 2022 and identifies its primary client base as institutional, while also providing portfolio management for individuals/small businesses and for pooled investment vehicles. Fee arrangements combine a percentage of assets under management with performance-based fees. Ninth Eternity is not an active ESG investor and does not present as a multi-state adviser. The firm also functions in sponsor and general partner roles and is a managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

2 of 2
  • Steve Solano

    Steve Solano

    Chief Compliance OfficerCRD 1650853

  • Junhui Zhang

    CEOCRD 7213227

Contacts

1 of 1
  • Yanyan Dong

    Director, Risk ManagementCRD 7215862

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

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
40 Wall St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth