CITI PRIVATE ALTERNATIVES, LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
892
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
153777
Registered since
January 20, 2017

Firm profile

FINTRX

Overview

Citi Private Alternatives, LLC is organized as a limited liability company and has been SEC-registered since 2017. The snapshot identifies the firm as owned by a domestic entity and individuals and notes that it does not classify itself as a capital allocator. The firm reports being an active ESG investor, indicating that environmental, social and governance factors are part of its investment selection or due-diligence process. Several administrative fields in the snapshot (client base, fee structure, specific advisory activities) are not populated in the dataset provided.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 98%, Cash & Cash Equivalents 2%98%
  • Private Funds98%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 4
  • KATHERINE MOORE

    Chief Investment OfficerCRD 4720543

  • OLAOLU AGANGA

    CIO and Managing DirectorCRD 4554936

  • SARA DOUTT

    Founder & CEOCRD 6081131

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Contacts

3 of 888
  • Hai Hyun

    Relationship OfficerCRD 7322610

  • Ainslee Yu

    Client Service OfficerCRD 6917359

  • Jordan Greene

    Investment AssociateCRD 7189590

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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
388 Greenwich St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth