Swiss Re Insurance-Linked Investment Advisors Corporation
Firm details
- Headquarters
- New York, New York
- CRD number
- 318811
- Registered since
- July 14, 2022
- Website
- www.swissre.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Swiss Re Insurance-Linked Investment Advisors Corporation is a SEC-registered corporate adviser (registered in 2022) that serves institutional clients and operates as a CPO/CTA and portfolio manager for pooled investment vehicles. The firm is structured with a domestic-entity and individual ownership mix and is classified as unclassified in the source data. It does not position itself as a capital allocator and is not a multi-state or newly formed adviser. Compensation is through a combination of asset-based fees and performance fees. Industry affiliations listed for the firm include broker-dealer relationships, other investment adviser roles, CPO/CTA activities, and ties to an insurance company. The firm is identified as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Manish Khera
Chief Information Security OfficerCRD 8048963
Leigh Weissman
COOCRD 4125600

Anthony Peleckis
Chief Risk OfficerCRD 7564033
Contacts
3 of 6Kevin Purcell
Member, Board Of DirectorsCRD 1848267

Kenneth Bibko
Head of ComplianceCRD 4371064
Safa Rekkali
CRD 7205863
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 1301 Avenue Of The Americas
- Time zone
- ET (UTC-5)
- Office locations
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