GLEAN MANAGEMENT LP

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
301898
Registered since
October 10, 2023

Firm profile

FINTRX

Overview

Glean Management LP is organized as a limited partnership and registered with the SEC in 2023. The firm lists its primary business activity as CPO/CTA and identifies roles that include sponsoring and serving as GP or managing member of pooled investment vehicles. It does not position itself as an ESG-focused allocator, a multi-state adviser, a pension consultant, or a capital allocator to external managers; ownership is listed as a mix of a domestic entity and an individual. The profile points to an adviser structured around pooled funds and sponsor/G.P. activity rather than traditional separate-account wealth management.

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

Owners & executives

1 of 1
  • Menachem Lieder

    Chief Compliance OfficerCRD 7710697

Contacts

3 of 3
  • Eliyahu Federman

    Founding PartnerCRD 7100233

  • Ben Federman

    Founding PartnerCRD 7100235

  • LEVI NAGEL

    Founding PartnerCRD 4643129

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
139 S Formosa Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth