Rizvi Traverse Management, LLC

RIASEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$33.8M
Accounts
38
Employees
9
Advisory reps
4

Firm details

Headquarters
West Palm Beach, Florida
CRD number
160733
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Rizvi Traverse Management, LLC is a limited liability company that operates as a multifaceted fund manager with a primary emphasis on private equity and venture capital. The firm identifies as a capital allocator serving institutional clients and provides portfolio management for pooled investment vehicles, often acting as sponsor and general partner for those vehicles. It charges both a percentage-of-assets fee and performance-based fees. Rizvi Traverse is registered with the SEC; its SEC registration dates to 2012. The firm is not listed as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Suhail Rizvi

    Founder & Chief Investment OfficerCRD 5785567

  • Todd Knowles

    Chief Financial OfficerCRD 6028301

  • Audrey Dimarzo

    Audrey Dimarzo

    Chief Compliance OfficerCRD 6386415

Contacts

1 of 1
  • John Giampetroni

    FounderCRD 1941730

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

West Palm Beach, FL

Palm Beach

Location

West Palm Beach, FL

Headquartered in West Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
801 Northpoint Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth