ITE Management L.P.

RIASEC Registered
Total AUM
$7.6B
Discretionary
$7.6B
100% of AUM
Avg account
$581M
Accounts
13
Employees
85
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
277037
Registered since
November 5, 2015
Custodians
CITI PRIVATE BANK
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles94.97%
  • Other5.03%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

ITE Management L.P. is a limited partnership that registered with the SEC in 2015 and operates as a hybrid manager running both hedge fund and private equity strategies. The firm serves institutional clients and acts as sponsor/GP/managing member of pooled vehicles while providing portfolio management for those vehicles. It is registered as a CPO/CTA, which aligns with its commodity-related activity, and describes itself as a multifaceted fund manager rather than a pure capital allocator. Its fee schedule includes a mix of asset-based fees, fixed fees, and performance-based compensation. The firm identifies itself as an active ESG investor. Ownership is structured between a domestic entity and an individual.

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

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Owners & executives

FINTRX

Contacts

FINTRX

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
200 Park Ave S
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth