PLACEHOLDER MANAGEMENT, LLC

RIASEC RegisteredEst. 2021
Total AUM
$345M
Discretionary
$345M
100% of AUM
Avg account
$115M
Accounts
3
Employees
7
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
292362
Registered since
July 23, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Placeholder Management, LLC is a private equity manager that operates as sponsor and general partner for pooled investment vehicles serving institutional investors. The firm runs closed-end private equity funds and focuses its deployment on direct private-company investments and sponsor-led pooled vehicles rather than acting as a broad capital allocator to third-party managers. Its advisory mandate is portfolio management for pooled investment vehicles, and its fee model combines a percentage-of-AUM charge with performance-based fees, consistent with an active GP/incentive structure. Investment activity centers on private market strategies, with stated interest in venture capital and private placements alongside exposure to digital currency. The firm is not identified as an ESG investor and is structured as a single-state, SEC-registered limited liability company formed in 2021 and owned by an individual owner. As sponsor and managing member of its funds, Placeholder Management typically originates, structures and manages deals on behalf of its limited partners.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • RUFUS BURNHAM

    MemberCRD 6041469

  • JOEL MONEGRO

    Managing PartnerCRD 6903345

  • CHRISTOPHER BURNISKE

    PartnerCRD 6903348

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
101 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth