Bleichroeder LP
Firm details
- Headquarters
- New York, New York
- CRD number
- 304295
- Registered since
- August 12, 2019
- Website
- bleichroederlp.com
- Custodians
- BANK OF AMERICA
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles41.28%
- Charitable Organizations38.49%
- Individuals17.49%
- Corporations / Businesses2.74%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Bleichroeder LP is a limited partnership that registers as an investment adviser and operates as a multi-strategy fund manager covering hedge fund and private equity activity. The firm provides portfolio management across individuals and small businesses, pooled investment vehicles, and institutional/business clients; it also lists CPO/CTA activity and acts as a sponsor or GP/managing member of pooled vehicles. Its client base includes both individual/family and institutional investors. The firm’s fee arrangements include AUM-based fees, fixed fees and performance-based fees, consistent with active hedge fund and private fund management. Bleichroeder does not identify as an active ESG investor and is structured as a domestic entity with individual ownership. It is not classified as a capital allocator or a related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Private Funds39%
- Cash & Cash Equivalents36%
- Exchange Traded Equities16%
- Other12%
Owners & executives
2 of 2Andrew Gundlach
President and Co-CEOCRD 2520865
Daniiar Tashbekov
Chief Compliance OfficerCRD 8347101
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$229M in ETFs
100%
$229M
<1%
$229K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $175M | 475,000 | 76.40% |
Location
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
- 1345 Avenue Of The Americas
- Time zone
- ET (UTC-5)
- Office locations
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