CERTARES MANAGEMENT LLC

RIASEC RegisteredEst. 2018
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 private investment manager formed in 2018 that focuses on private equity and real estate strategies for institutional clients. The firm operates primarily as a sponsor and general partner of pooled investment vehicles and performs portfolio management for those funds. Its compensation includes both AUM-based and performance-based fees, and it also conducts CPO/CTA activities linked to its pooled vehicles. Certares does not position itself as an active ESG investor. Investment activity centers on deploying capital into private equity-style opportunities and direct real estate, supplemented by private credit. As a manager of multiple closed-end and open-ended pooled vehicles, Certares typically structures capital through its own funds rather than operating as a pure capital allocator to third-party managers. That setup supports concentrated, fund-level decision making and sponsorship responsibilities across deal sourcing, structuring and portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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

1 of 1
  • THOMAS WALKER

    Managing Director, Chief Financial OfficerCRD 5313996

Contacts

3 of 7
  • MICHAEL SALE

    Managing DirectorCRD 6233720

  • ZACHARY LAZAR

    Managing DirectorCRD 6082589

  • Thomas LaMacchia

    Managing Director, General CounselCRD 6939343

Unlock 4 more contacts

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

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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