Themes Management Company LLC
Firm details
- Headquarters
- Greenwich, Connecticut
- CRD number
- 323861
- Registered since
- July 18, 2023
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Themes Management Company LLC is an institutional registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm serves an institutional client base and charges fees as a percentage of assets under management. Its core advisory activity is portfolio management for investment companies, and it also functions as a sponsor, general partner, and managing member of pooled investment vehicles. The firm is not identified as an active ESG investor, is not a multi-state adviser for purposes of the provided data, and does not operate as a capital allocator to external managers.
Assets & Accounts
Public Holdings
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 3Albert Moore
Chief Compliance OfficerCRD 6007672

Jose Gonzalez Navarro
Chief Executive OfficerCRD 4346462
Dobromuir Kamburov
COOCRD 7782773
Contacts
2 of 2Tracy Grant
General CounselCRD 7782768
Jose Poncela
Head of ProductCRD 7782778
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Greenwich, CT
Fairfield
Location
Greenwich, CT
Headquartered in Greenwich, CT, 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
- Fairfield
- Address
- 34 E Putnam Ave
- Time zone
- ET (UTC-5)
- Office locations
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