Air Asset Management
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 288165
- Registered since
- August 1, 2017
- Website
- airassetmanagement.com
- Custodians
- CACEIS BANK
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles93.81%
- Other Investment Advisers6.19%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Air Asset Management is an SEC-registered limited liability company that functions as a multi-strategy alternative manager. The firm is organized to manage pooled vehicles and institutional mandates and is classified across hedge fund and private equity strategies while also operating as a multifaceted fund manager. Its client base is primarily institutional, and its fee arrangements include asset-based charges, fixed fees, and performance-linked compensation. The firm provides discretionary portfolio management for pooled investment vehicles and for businesses or institutional investors, and it also performs selection-of-adviser services. On the sponsor side, Air Asset Management serves in roles such as sponsor/GP and managing member of pooled investment vehicles and is active as a CPO/CTA where applicable. The firm does not position itself as a capital allocator and is not identified as an active ESG investor. Air Asset Management was registered with the SEC in 2017 and is owned by a mix of domestic entities and individuals. It does not operate as a multi-state adviser and is not described as a pension consultant or related adviser.
Assets & Accounts
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
Asset composition
- Other100%
Owners & executives
3 of 3
Matthew Schaefer
Chief Operating & Financial OfficerCRD 7207610

Richard Beleutz
Founder and Chief Executive OfficerCRD 2403229

Stephen Luongo
Chief Investment OfficerCRD 5419180
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 333 S Wabash Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
OFS Clo Management, LLC
RIAChicago, IL
Waystone Asset Management (USA) LLC
RIAChicago, IL
Permanent Capital Management, LP
RIAChicago, IL
Intrinsic Edge Capital Management LLC
RIAChicago, IL
KKM Financial LLC
RIAChicago, IL
Factor Wealth Management
RIAChicago, IL