POETIC GROUP LLC

RIASEC RegisteredEst. 2019

Total AUM

$803M

Discretionary

$795M

99% of AUM

Avg account

$80.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: HACKENSACK, New Jersey
CRD number: 293886
Registered since: September 26, 2019
Custodians: U.S. BANK, N.A., J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Pooled Investment Vehicles95.36%
Corporations / Businesses3.23%
Other1.41%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Poetic Group LLC is a limited liability company that operates as a hedge fund manager and adviser to pooled investment vehicles and institutional/business clients. The firm registered with the SEC in 2019 and positions itself to serve institutional investors, charging a mix of asset-based and performance-linked fees (plus other arrangements). Poetic Group is not positioned as a capital allocator or pension consultant, and it does not identify as an active ESG investor. On the operational side, the firm acts as a sponsor and general partner and serves as the managing member of pooled vehicles. Its advisory remit emphasizes portfolio management for pooled vehicles and for businesses or institutional balance sheets rather than retail wealth management.