FIO ADVISORS LP
Firm details
- Headquarters
- New York, New York
- CRD number
- 300903
- Registered since
- September 26, 2024
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles81.31%
- Other18.69%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
FIO Advisors LP is organized as a limited partnership and positions itself as an institutional-focused investment manager. The firm registers activity as a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management for pooled investment vehicles as well as for businesses and institutions. Its fee structure combines a percentage-of-AUM component with performance-based fees. Ownership is listed as a mix of a domestic entity and an individual. FIO Advisors is not identified as an active ESG investor, is not operating as a multi-state adviser, and is not classified as a capital allocator or pension consultant. The firm also reports roles consistent with sponsor, general partner, or managing member activity for pooled vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- State & Local Bonds50%
- Investment Grade Corp Bonds50%
Owners & executives
2 of 2TODD NEUFELD
CFO/CCO/COOCRD 2257301
HECTOR NEGRONI
Founder & CEOCRD 2102883
Contacts
1 of 1STEVEN PINKOS
PresidentCRD 2526684
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 745 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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