Record Currency Management Inc

RIASEC RegisteredEst. 2014

Total AUM

$19.7B

Discretionary

$19.7B

100% of AUM

Avg account

$2.5B

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 Government80.42%
Pension & Profit Sharing Plans7.04%
Charitable Organizations6.01%
Corporations / Businesses5.79%
Investment Companies0.74%
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 a corporate, SEC-registered investment manager that operates primarily for institutional clients. The firm functions as a capital allocator and is registered to conduct commodity pool operator/commodity trading advisor (CPO/CTA) activities. Its advisory scope includes portfolio management for pooled investment vehicles and for businesses or institutions, selection of sub‑advisers, and the publication of periodicals and educational seminars. Fee arrangements are listed as fixed fees and other structures. The firm does not identify itself as an active ESG investor and is not flagged as a multi‑state or newly formed adviser.