PRIMARY WAVE IP INVESTMENT MANAGEMENT LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 288266
- Registered since
- August 28, 2017
- Website
- primarywave.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Primary Wave IP Investment Management LLC is a privately organized investment adviser focused on pooled investment vehicles, registered with the SEC in 2017 as an LLC. The firm operates as a private equity fund manager and serves institutional clients. Its advisory work centers on portfolio management for pooled vehicles and it also functions as sponsor/GP/managing member of those vehicles. Fee arrangements include asset-based charges and performance-linked fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
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
Owners & executives
3 of 3LAWRENCE MESTEL
Founder & Chief Exceutive OfficerCRD 6838202
JANE REISMAN
Chief Financial OfficerCRD 2316579
RAMON VILLA
Partner, COOCRD 8068102
Contacts
2 of 2AMY ORTNER
General CounselCRD 8067635
WILLIAM CISNEROS
PresidentCRD 4426849
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 1165 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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