RECORD CURRENCY MANAGEMENT INC

RIASEC RegisteredEst. 2014

Total AUM

$17.4B

Discretionary

$17.4B

100% of AUM

Avg account

$2.2B

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 171338
Registered since: May 8, 2014
Fee structure: Fixed Fees, Other
Client types: State / Municipal Government85.01%
Charitable Organizations6.64%
Corporations / Businesses4.48%
Pension & Profit Sharing Plans3.16%
Investment Companies0.71%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Record Currency Management Inc. is an institutional-focused manager that operates primarily as a capital allocator and sponsor/manager of pooled investment vehicles. The firm acts in the capacity of a CPO/CTA and provides portfolio management for pooled vehicles and for businesses or institutional clients. Its activity emphasizes delegated management of concentrated, strategy-driven exposures rather than broad retail wealth management: the firm selects other advisers, sponsors pooled structures, and publishes research and educational materials aimed at institutional audiences. Investment activity centers on directional and derivative-driven strategies. The firm is classified as unclassified in regulatory filings but clearly leans into manager-of-managers and delegated trading roles, serving institutional mandates and pooled products rather than mass-market individual clients. Fee arrangements are fixed fees and other non-standard structures, consistent with institutional pooled vehicles and bespoke mandates. Record Currency Management Inc. is not an active ESG investor according to filings.