TOPSPIN MANAGEMENT COMPANY LBO LLC

RIASEC RegisteredEst. 2012
Total AUM
$686M
Discretionary
$686M
100% of AUM
Avg account
$52.7M
Accounts
13
Employees
10
Advisory reps
4

Firm details

Headquarters
MAMARONECK, New York
CRD number
161399
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Topspin Management Company Lbo LLC is a privately held limited liability company registered with the SEC in 2012 that operates as a private equity manager serving institutional clients. The firm advises pooled investment vehicles and acts in sponsor/GP and managing-member roles for those vehicles. Its compensation model combines a percentage-of-assets fee with performance-based fees. Topspin does not identify as an active ESG investor, and it is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • OJAS VAHIA

    PartnerCRD 5331738

  • LEIGH RANDALL

    Managing PartnerCRD 6030502

  • James Parks

    MemberCRD 7246181

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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

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Location

Primary office

MAMARONECK, NY

WESTCHESTER

Location

MAMARONECK, NY

Headquartered in MAMARONECK, 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
WESTCHESTER
Address
1 Station Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth