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 institutional registered investment adviser organized as an LLC and registered with the SEC in 2015. The firm serves institutional clients and charges fees as a percentage of assets under management. Its advisory mandate centers on portfolio management for investment companies and for businesses or other institutions. The firm is identified as a Commodity Pool Operator/Commodity Trading Advisor (CPO/CTA) and is affiliated with activities typical of broker-dealers and insurance companies. Park Avenue Institutional Advisers is not listed as a capital allocator and is not marked as an active ESG investor. The owner profile in regulatory filings indicates a domestic entity and individual ownership mix. The firm operates primarily at the institutional level rather than retail or high-net-worth wealth management.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2
Michael 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
$199M in ETFs
0%
$0
0%
$199M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JANUS HENDERSON AA-A CLO ETF (JA) | Janus Henderson | $100M | 2,000,000 | 50.38% |
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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