PARK AVENUE INSTITUTIONAL ADVISERS LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 175101
- Registered since
- March 9, 2015
- Custodians
- J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM
- Client types
- Insurance Companies94.09%
- Investment Companies5.66%
- Other0.25%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Park Avenue Institutional Advisers LLC is an SEC-registered limited liability company (registered in 2015) that manages institutional mandates on a fee-for-assets basis. The firm’s advisory work centers on portfolio management for investment companies and for businesses or institutions. It is registered as a CPO/CTA and maintains industry ties beyond investment advising, including affiliations with broker‑dealers and insurance entities. The firm identifies its client base as institutional and is not positioned as an ESG-focused manager. It does not present itself as a capital allocator; rather, it operates within a broader set of institutional services and regulatory registrations that support fixed-income and alternative management for institutional clients.
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
Asset composition
- Investment Grade Corp Bonds69%
- Other27%
- State & Local Bonds2%
- Non-Investment Grade Corp Bonds2%
Owners & executives
2 of 2MICHAEL BESSEL
Managing Director, Chief Compliance OfficerCRD 2963742
NICHOLAS LIOLIS
Chief Investment OfficerCRD 7700511
Contacts
3 of 4LARRY WEISS
Head of Asset ManagementCRD 2678091
DEBRA UDICIOUS
ManagerCRD 7992770
ISAAC LOWENBRAUN
PresidentCRD 2712651
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$198M in ETFs
0%
$0
0%
$198M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JANUS HENDERSON AA-A CLO ETF (JA) | Janus Henderson | $99.9M | 2,000,000 | 50.35% |
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
- 10 Hudson Yards
- Time zone
- ET (UTC-5)
- Office locations
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