FLATIRON RR LLC, MANAGER SERIES

RIASEC RegisteredEst. 2021
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$399M
Accounts
3
Employees
19
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
314505
Registered since
August 16, 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

Flatiron Rr LLC, Manager Series is an SEC-registered limited liability company that provides portfolio management for pooled investment vehicles with an institutional client focus. The firm is organized as a securitized-asset manager and functions in sponsor/GP and managing-member roles for pooled vehicles. It charges both a percentage-of-assets fee and performance-based fees, and is structured as a related adviser to other entities. Flatiron Rr LLC, Manager Series does not identify as an active ESG investor. The firm maintains broad industry linkages: filings list affiliations or roles across broker‑dealers, other investment advisers, commodity pool operators/CTAs, trust companies, insurance companies, pension consultants, and sponsors of limited partnerships. The adviser was SEC-registered in 2021 and reports ownership at the entity and individual level.

Assets & Accounts

Investments & Alternatives

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
  • ALPESH RATHOD

    Chief Compliance OfficerCRD 4940438

Contacts

3 of 3
  • CHRISTIAN SALTAFORMAGGIO

    Senior DirectorCRD 4473419

  • ARTHUR TORREY

    Managing Director & Portfolio ManagerCRD 7383737

  • ELIZABETH STANDBRIDGE

    Portfolio ManagerCRD 7383739

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth