Guggenheim Private Investments, LLC

RIASEC RegisteredEst. 2024

Total AUM

$349M

Discretionary

$333M

95% of AUM

Avg account

$49.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 331479
Registered since: September 11, 2024
Custodians: J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles95.28%
HNWI3.48%
Insurance Companies1.24%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Guggenheim Private Investments, LLC is a limited liability company registered with the SEC in 2024 that operates as a manager of private equity and real estate funds and as a multifaceted fund manager. The firm provides portfolio management for pooled investment vehicles and for businesses or institutions and serves both individual & family and institutional clients. Its fee arrangements include AUM-based fees, fixed fees and performance-linked fees. The firm identifies itself as an active ESG investor and maintains a broad set of industry roles and affiliations, including relationships with broker-dealers, municipal-advisory registrations, swap-dealer activity, commodity pool/CTA roles, insurance company functions, pension consulting and real estate sponsor/GP activity.