Szop Multistrat Management LLC

RIASEC RegisteredEst. 2022
Total AUM
$55.9M
Discretionary
$55.9M
100% of AUM
Avg account
$55.9M
Accounts
1
Employees
8
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
317689
Registered since
January 21, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Szop Multistrat Management LLC is an SEC-registered investment adviser organized as a limited liability company and registered in 2022. The firm is classified as a hedge fund manager that provides portfolio management for pooled investment vehicles and serves an institutional client base. Its stated compensation model combines a percentage-of-assets fee with performance-based fees, consistent with hedge fund structures. The firm is not identified as an active ESG investor and is not operating as a multi-state adviser. Regulatory and industry affiliations extend beyond advisory activity: the firm is associated with broker-dealer activity and acts in roles such as sponsor, general partner, and managing member of pooled investment vehicles. The entity is owned by an individual and does not position itself as a capital allocator.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Chaya Nourafchan

    Chaya Nourafchan

    Chief Compliance OfficerCRD 7311970

Contacts

3 of 3
  • Yi Liu

    Managing DirectorCRD 5550372

  • Kerry Propper

    Kerry Propper

    Co-Founder & Managing PartnerCRD 2916505

  • Antonio Ruiz-Gimenez

    Antonio Ruiz-Gimenez

    Co-Founder and Managing DirectorCRD 6624267

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

FINTRX

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
1 Pennsylvania Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth