HEDGEYE ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2025
Total AUM
$443M
Discretionary
$443M
100% of AUM
Avg account
$73.9M
Accounts
6
Employees
10
Advisory reps
8

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
336185
Registered since
May 23, 2025
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Hedgeye Asset Management, LLC is an SEC-registered investment adviser that operates as a limited liability company and focuses on serving institutional clients through portfolio management for investment companies. The firm runs on a percentage-of-AUM fee model and acts primarily as a portfolio manager rather than a capital allocator or multi-service provider. Hedgeye is not classified under a specific adviser subtype and does not list itself as an active ESG investor. With a small number of institutional mandates, the firm appears geared toward managing concentrated, discretionary mandates for investment-company structures. That emphasis suggests the team’s workflow centers on model and mandate-level portfolio construction, trade execution, and ongoing compliance for pooled investment vehicles rather than retail advisory or broad wealth-management services.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • ANTHONY PARSIO

    General Counsel & Chief Compliance OfficerCRD 6199612

  • KEITH MCCULLOUGH

    CEOCRD 4040767

  • JOHN MCNAMARA

    Chief Investment OfficerCRD 6075726

Contacts

3 of 5
  • MICHAEL BLUM

    Co-Founder & PresidentCRD 5077255

  • ROBERT MCGROARTY

    AnalystCRD 6211669

  • Andrew Nanai

    AnalystCRD 8039930

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, CT, 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
FAIRFIELD
Address
1 High Ridge Park
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth