ALTERNATIVE INVESTMENT MANAGEMENT, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 158028
- Registered since
- March 5, 2012
- Website
- www.aim13.com
- Custodians
- MORGAN STANLEY & CO. LLC, UBS FINANCIAL SERVICES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles79.88%
- Other20.12%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Alternative Investment Management, LLC is a privately held LLC that functions as a multifaceted fund manager and capital allocator to institutional clients. Registered with the SEC in 2012, the firm operates as a sponsor/GP and managing member of pooled investment vehicles and also serves in a CPO/CTA capacity. Its advisory work spans portfolio management for pooled vehicles and for individuals/small businesses, plus selection of other advisers. Compensation includes both asset-based fees and performance fees. The firm does not identify as an active ESG investor and is not organized as a multi-state 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
- Other61%
- Exchange Traded Equities16%
- Cash & Cash Equivalents16%
- US Government Bonds3%
- State & Local Bonds2%
Owners & executives
2 of 2JONATHAN HARRIS
Chief Executive OfficerCRD 4018998
DAVID MOORE
Chairman & CEOCRD 6035748
Contacts
3 of 4SUSAN YU
PartnerCRD 4836395
DIANA CANTOR
PartnerCRD 6322591
PETER BROWN
PartnerCRD 4332859
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 757 3rd Ave
- Time zone
- ET (UTC-5)
- Office locations
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