Schonfeld Strategic Advisors LLC

RIASEC RegisteredEst. 2015
Total AUM
$225B
Discretionary
$225B
100% of AUM
Avg account
$5.8B
Accounts
39
Employees
997
Advisory reps
9

Firm details

Headquarters
New York, New York
CRD number
281984
Registered since
December 31, 2015
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Schonfeld Strategic Advisors LLC is a hedge fund organization structured as an LLC and registered with the SEC in 2015. The firm serves institutional clients and operates as an active manager of pooled investment vehicles, acting in roles that include portfolio management for funds and selecting sub-advisers. Schonfeld also performs duties typical of commodity pool operators or commodity trading advisers. Its fee model combines asset-based and performance-linked components alongside other fee arrangements. Schonfeld is not classified as a capital allocator to third-party managers in the sense of a fund-of-funds; instead, it sponsors and manages pooled vehicles directly while also selecting other advisers when appropriate. The firm is not flagged as an ESG-focused investor and is not described as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • Adam Rockfeld

    Chief Operating OfficerCRD 5831479

  • Steven Schonfeld

    Steven Schonfeld

    CEO and FounderCRD 1051868

  • Samuel Kim

    Chief Financial OfficerCRD 5812968

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Contacts

3 of 4
  • Andrew Fishman

    Andrew Fishman

    PresidentCRD 2172475

  • Hung Luc

    Hung Luc

    CCOCRD 6459435

  • Mark Peckman

    Mark Peckman

    General CounselCRD 3264967

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Wealth teams

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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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ETF holdings

1 of 50

Active vs passive

$2.9B in ETFs

Passive

98%

$2.8B

Active

0%

$60.8M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$1.9B2,885,53265.13%

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
590 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth