ZWEIG-DIMENNA ASSOCIATES LLC

RIASEC RegisteredEst. 2012
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$272M
Accounts
6
Employees
31
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
161385
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

Zweig-Dimenna Associates LLC operates as a hedge fund manager that specializes in managing pooled investment vehicles for institutional clients. The firm is structured as an LLC, registered with the SEC since 2012, and combines a percentage-of-AUM fee schedule with performance-based fees. Its regulatory and business descriptions identify it as a CPO/CTA and as an adviser focused on portfolio management for pooled vehicles rather than retail or wealth-management accounts. The client base is institutional and the firm does not present itself as an active ESG investor. The firm’s owner type is individual and it functions as a single, stand-alone hedge fund manager rather than a capital allocator or multi-state advisory network. That positioning suggests decision-making and investment implementation are consolidated within a compact investment platform that runs fee-for-performance funds.

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

2 of 2
  • MICHAEL LINK

    CFOCRD 2019768

  • KEVIN CANNON

    CEOCRD 4649411

Contacts

3 of 4
  • JOSEPH DIMENNA

    Founding PartnerCRD 1791596

  • STUART PANISH

    General CounselCRD 2596334

  • THOMAS KEYES

    Executive Vice PresidentCRD 4527612

Unlock 1 more contacts

Wealth teams

FINTRX

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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ETF holdings

1 of 3

Active vs passive

$4.3M in ETFs

Passive

100%

$4.3M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANECK OIL SERVICES ETF (OIH)VanEckPassiveEquity Energy$2.3M5,70053.36%

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
900 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth