Themes Management Company LLC

RIASEC RegisteredEst. 2023
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$13.7M
Accounts
90
Employees
15
Advisory reps
5

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

FINTRX

Overview

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

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

3 of 3
  • Albert Moore

    Chief Compliance OfficerCRD 6007672

  • Jose Gonzalez Navarro

    Jose Gonzalez Navarro

    Chief Executive OfficerCRD 4346462

  • Dobromuir Kamburov

    Dobromuir Kamburov

    COOCRD 7782773

Contacts

2 of 2
  • Tracy Grant

    Tracy Grant

    General CounselCRD 7782768

  • Jose Poncela

    Jose Poncela

    Head of ProductCRD 7782778

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth