DLD ASSET MANAGEMENT, LP

RIASEC RegisteredEst. 2014
Total AUM
$3B
Discretionary
$3B
100% of AUM
Avg account
$333M
Accounts
9
Employees
22
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
170377
Registered since
February 11, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

DLD Asset Management, LP is a limited partnership operating as a hedge fund manager and registered with the SEC since 2014. The firm serves institutional clients and runs pooled investment vehicles, functioning in roles that include sponsor, general partner and managing member. Its stated business activities include acting as a commodity pool operator (CPO) or commodity trading advisor (CTA) and providing portfolio management for pooled funds. Fee arrangements combine a percentage-of-assets component with performance-based fees. The firm is not positioned as a capital allocator and does not report active ESG investing or multi-state advisory operations.

Assets & Accounts

Public Holdings

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

Owners & executives

3 of 3
  • LIANG XIN

    Chief Risk OfficerCRD 6740306

  • NAVEEN DHUPER

    Chief Financial OfficerCRD 3071026

  • BRAD WAGNER

    Chief Compliance OfficerCRD 6535974

Contacts

1 of 1
  • MARK FRIEDMAN

    PrincipalCRD 2969373

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
150 E 52nd St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth