PRETIUM SINGLE-FAMILY RENTAL MANAGER III, LLC

RIASEC RegisteredEst. 2021
Total AUM
$25.7B
Discretionary
$25.7B
100% of AUM
Avg account
$989M
Accounts
26
Employees
120
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
304443
Registered since
February 11, 2021
Custodians
J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles58.16%
  • Other41.84%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Pretium Single-Family Rental Manager III, LLC is an SEC-registered LLC (2021) that operates as a hedge-fund style manager focused on pooled investment vehicles. The firm provides portfolio management for those pooled vehicles and performs CPO/CTA functions. Its client base is institutional, and its fees combine an asset-based charge with performance-based components. The firm reports being an active ESG investor and has roles across the investment ecosystem that include sponsor/GP and managing-member activities, plus affiliations with broker-dealers, other investment advisers, insurance companies and real estate broker activities.

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

Asset composition

Asset composition: Other 99%, Cash & Cash Equivalents 1%99%
  • Other99%
  • Cash & Cash Equivalents1%

Owners & executives

3 of 3
  • KIMBERLY LARIN

    Global Chief Compliance OfficerCRD 7485860

  • DONALD MULLEN

    Chief Executive OfficerCRD 1209578

  • CHRISTOPHER WEIDLER

    Chief Financial OfficerCRD 5844137

Contacts

3 of 3
  • STEPHEN SCHERR

    Co-PresidentCRD 2388851

  • JONATHAN PRUZAN

    PresidentCRD 2037462

  • JEFFREY MERIGGI

    Senior Managing DirectorCRD 4981291

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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
60 Columbus Cir
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth