Exome Asset Management LLC

RIASEC RegisteredEst. 2021
Total AUM
$549M
Discretionary
$549M
100% of AUM
Avg account
$91.4M
Accounts
6
Employees
10
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
304585
Registered since
July 28, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Exome Asset Management LLC is a privately held LLC that operates as a hedge fund manager and adviser to pooled investment vehicles. The firm registered with the SEC in 2021 and is owned by an individual. Its client base is institutional, and its fee model combines a percentage-of-AUM charge with performance-based fees, consistent with hedge fund economics. Exome’s advisory work is focused on portfolio management for pooled vehicles; it also acts as sponsor, general partner, and managing member for those vehicles. The firm is not an active ESG investor, is not a multi-state adviser, and does not identify as a pension consultant or related adviser.

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

1 of 1
  • Joseph Narvaez

    Chief Operating OfficerCRD 7895041

Contacts

3 of 3
  • Brianne Shergill

    Brianne Shergill

    Head of ComplianceCRD 7655032

  • Alex Forschner

    Alex Forschner

    PresidentCRD 5330416

  • Samuel Isaly

    Samuel Isaly

    Managing PartnerCRD 255467

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth