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 a small, SEC-registered hedge fund adviser organized as an LLC and owner-controlled. The firm focuses on managing pooled investment vehicles for institutional clients and charges a combination of an asset-based fee and performance-linked fees, a fee mix common to hedge fund managers. Szop does not report themselves as an ESG investor, is not registered as a multi-state adviser, and does not advertise pension consulting or capital-allocation services. The firm also lists affiliations that include broker-dealer relationships and roles as sponsor, general partner, or managing member of pooled investment vehicles, indicating both advisory and sponsor/manager functions across its structured products.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Chaya Nourafchan

    Chief Compliance OfficerCRD 7311970

Contacts

3 of 3
  • YI LIU

    Managing DirectorCRD 5550372

  • KERRY PROPPER

    Co-Founder & Managing PartnerCRD 2916505

  • Antonio Ruiz-Gimenez

    Co-Founder and Managing DirectorCRD 6624267

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

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