Ancient Management LP D/B/A Ancient

RIASEC RegisteredEst. 2023
Total AUM
$532M
Discretionary
$532M
100% of AUM
Avg account
$532M
Accounts
1
Employees
12
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
324806
Registered since
February 24, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Ancient Management LP, doing business as Ancient, is a limited partnership registered with the SEC in 2023 and organized to provide institutional advisory services. The firm identifies as an institutional RIA that manages pooled investment vehicles on behalf of institutional clients. Its advisory mandate is portfolio management for pooled vehicles, and its compensation includes both a percentage-of-AUM fee component and performance-based fees. Ownership is described as a mix of a domestic entity and an individual. Ancient does not report active ESG integration, multi-state adviser status, or a role as a capital allocator. The firm’s client focus is institutional rather than retail or family-office oriented.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Alexander Klabin

    Chairman & CEOCRD 3106126

  • Adam Ingber

    Adam Ingber

    Chief Legal OfficerCRD 7382988

  • Alison Horowitz

    Chief Financial OfficerCRD 7382987

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

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
520 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth