ATIKA CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2015
Total AUM
$887M
Discretionary
$887M
100% of AUM
Avg account
$148M
Accounts
6
Employees
9
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
167227
Registered since
June 25, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Atika Capital Management, LLC is an SEC-registered hedge fund manager (registered in 2015) that serves institutional clients. The firm operates as a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management for pooled investment vehicles; it also acts as sponsor/GP/managing member on its funds. Fee arrangements include both a percentage-of-assets management fee and performance-based fees. The organization is structured as an LLC, is owned by an individual, and is not positioned as a capital allocator or an active ESG investor.

Assets & Accounts

Public Holdings

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

1 of 1
  • AVI VOGEL

    Chief Financial OfficerCRD 5928496

Contacts

1 of 1
  • BRADLEY FARBER

    Founder & Portfolio ManagerCRD 2650304

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$7.3M in ETFs

Passive

100%

$7.3M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANECK GOLD MINERS ETF (GDX)VanEckPassiveEquity Precious Metals$7.3M80,000100.00%

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
475 10th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth