Allianz Capital Partners of America LLC

RIASEC RegisteredEst. 2012
Total AUM
$6.4B
Discretionary
$4.8B
75% of AUM
Avg account
$577M
Accounts
11
Employees
30
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
161684
Registered since
March 30, 2012
Fee structure
Fixed Fees, Other
Client types
  • Insurance Companies98.28%
  • Pooled Investment Vehicles1.72%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Allianz Capital Partners Of America LLC is an institutional registered investment adviser formed as an LLC and registered with the SEC in 2012. The firm serves institutional clients and focuses on portfolio management for pooled investment vehicles; its filings indicate it also acts as sponsor/GP or managing member of pooled vehicles. Fee arrangements include fixed fees and other structures. The adviser identifies itself as an active ESG investor and reports a mix of advisory and industry roles (including activities consistent with other investment adviser/CPO-CTA functions and relationships with insurance and pension-related entities).

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

Asset composition

Asset composition: Other 100%100%
  • Other100%

Contacts

1 of 1
  • James Mcnamara

    James Mcnamara

    CCOCRD 6794750

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
1633 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth