SERENGETI ASSET MANAGEMENT LP

RIASEC RegisteredEst. 2012
Total AUM
$1.5B
Discretionary
$1.4B
92% of AUM
Avg account
$28.4M
Accounts
52
Employees
29
Advisory reps
4

Firm details

Headquarters
WEST PALM BEACH, Florida
CRD number
156366
Registered since
March 20, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Serengeti Asset Management LP is a limited partnership formed in 2012 that manages pooled vehicles and institutional portfolios. The firm operates as a hybrid manager: it is classified across hedge fund, private equity, and multi-strategy fund management. Serengeti serves an institutional client base and charges both asset-based and performance-linked fees. It also performs CPO/CTA activities and acts as sponsor, general partner or managing member for pooled investment vehicles. The firm is not an active ESG investor, is not registered as a multi-state adviser, and does not present itself as a pension consultant or a related adviser. Its advisory scope emphasizes portfolio management for pooled investment vehicles and for businesses or institutional clients.

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 3
  • ALBERT MARTINEZ

    Partner, Chief Legal OfficerCRD 7220751

  • KAREN VEJSELI

    Chief Financial OfficerCRD 4671929

  • ALISON MADILL

    Chief Compliance OfficerCRD 8068627

Contacts

1 of 1
  • JOSEPH LANASA

    Managing PartnerCRD 2931361

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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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
515 N Flagler Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth