Certares Management LLC

RIASEC Registered
Total AUM
$6.4B
Discretionary
$6.4B
100% of AUM
Avg account
$305M
Accounts
21
Employees
36
Advisory reps
8

Firm details

Headquarters
New York, New York
CRD number
296928
Registered since
May 14, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Certares Management LLC is a fund manager organized as an LLC that runs private market strategies with an institutional client base. The firm is SEC-registered (registration year 2018) and is structured primarily as a private equity and real estate fund manager. It serves as sponsor/GP and managing member of pooled investment vehicles and provides portfolio management for those vehicles; its regulatory/business descriptors also include CPO/CTA activity. Feeing is a combination of a percentage of AUM and performance-based fees. Certares is not described as a capital allocator to external managers and is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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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
350 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth