TOTEM MACRO ASSET MANAGEMENT LP

RIASEC RegisteredEst. 2023
Total AUM
$167M
Discretionary
$167M
100% of AUM
Avg account
$55.5M
Accounts
3
Employees
7
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
328044
Registered since
November 15, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Totem Macro Asset Management LP is a limited partnership registered with the SEC in 2023 that operates as a hedge fund adviser focused on institutional clients. The firm provides portfolio management for pooled investment vehicles and charges both a percentage-of-assets fee and performance-based fees. It is structured to sponsor and manage pooled vehicles rather than act as a third‑party capital allocator. Regulatory and operational details in the record show the firm functions in roles such as sponsor, general partner/managing member, and has CPO/CTA affiliations for pooled vehicles, indicating it serves as both operator and trading/manager for its funds. The firm is not documented as an active ESG investor, a multi-state adviser, or a pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

Owners & executives

2 of 2
  • JOHN POTTER

    COO & CCOCRD 1924190

  • WHITNEY BAKER

    Co Founder and Chief Investment OfficerCRD 7821215

Contacts

1 of 1
  • COLE ADAMS

    Senior AnalystCRD 7887575

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

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
104 E 17th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth