Altrinsic Global Advisors, LLC

RIASEC RegisteredEst. 2004

Total AUM

$12.2B

Discretionary

$12B

98% of AUM

Avg account

$407M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Stamford, Connecticut
CRD number: 109678
Registered since: April 20, 2004
Website: www.altrinsic.com
Custodians: J.P. MORGAN SECURITIES INC., THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles45.34%
Investment Companies34.34%
State / Municipal Government9.55%
Pension & Profit Sharing Plans6.56%
Corporations / Businesses3.35%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Altrinsic Global Advisors, LLC is an institutional registered investment adviser formed in 2004 and organized as a limited liability company. The firm manages portfolios primarily for institutional clients and pooled vehicles, and it performs portfolio management for investment companies, businesses and other institutions. It operates with a mix of percentage-of-assets and performance-based fee arrangements and also lists CPO/CTA activities on its filings. Altrinsic identifies as an active ESG investor and appears to have an equity-first investment orientation rather than operating as a capital allocator to third-party managers.