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 an SEC-registered limited liability company that operates as a hedge fund manager serving institutional clients. The firm is listed as having both domestic entity and individual ownership and has been registered with the SEC since 2015. Its advisory remit centers on managing pooled investment vehicles and selecting outside managers, and it performs CPO/CTA-type business activities as well as sponsor/GP roles for pooled vehicles. Fee arrangements include asset-based charges and performance-linked compensation, with additional fee lines noted. Schonfeld does not identify as an active ESG investor in the provided data and is not described as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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 6
  • ADAM ROCKFELD

    Chief Operating OfficerCRD 5831479

  • STEVEN SCHONFELD

    CEO and FounderCRD 1051868

  • THOMAS DE BOW III

    Chief Technology OfficerCRD 7966290

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Contacts

3 of 3
  • ANDREW FISHMAN

    PresidentCRD 2172475

  • HUNG LUC

    CCOCRD 6459435

  • MARK PECKMAN

    General CounselCRD 3264967

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