Whitebox Advisors LLC
Firm details
- Headquarters
- Minneapolis, Minnesota
- CRD number
- 121995
- Registered since
- January 31, 2006
- Website
- www.whiteboxadvisors.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Whitebox Advisors LLC is a privately held investment manager organized as an LLC and registered with the SEC since 2006. The firm operates as a multi-strategy manager with activities typical of hedge fund and securitized-asset strategies and functions as a sponsor/GP and manager of pooled investment vehicles. Its primary client base is institutional, and its business profile includes CPO/CTA activities and portfolio management for pooled funds. Compensation comes from both a percentage-of-assets fee and performance-based fees. The firm is not identified as an active ESG investor and is not structured as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 4Paul Twitchell
Co-Chief Investment OfficerCRD 6318257
Muquarrab Karim
Chief Operating OfficerCRD 4382171
Robert Vogel
Partner, Chief Investment OfficerCRD 5070939
Contacts
3 of 4Jacob Mercer
PartnerCRD 2987667
Paul Roos
PartnerCRD 7418956
Brian Lutz
PartnerCRD 1867169
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$4.4M in ETFs
31%
$1.3M
0%
$3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GLOBAL X MSCI COLOMBIA ETF (COLO) | GlobalX | $3M | 72,542 | 69.34% |
Location
Minneapolis, MN
Hennepin
Location
Minneapolis, MN
Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 3033 Excelsior Blvd
- Time zone
- CT (UTC-6)
- Office locations
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