ITE MANAGEMENT L.P.

RIASEC RegisteredEst. 2015
Total AUM
$7.5B
Discretionary
$7.5B
100% of AUM
Avg account
$469M
Accounts
16
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 Vehicles95.18%
  • Other4.82%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

ITE Management L.P. is a limited partnership registered with the SEC in 2015 that operates as a multi-strategy fund manager combining hedge fund and private equity activity. The firm serves institutional investors and acts as sponsor, general partner and managing member of pooled investment vehicles while also providing portfolio management for those pooled vehicles. It carries out commodity-related activities as a CPO/CTA, charges a mix of AUM-based, fixed and performance-linked fees, and identifies itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

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

Asset composition

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

Owners & executives

3 of 3
  • MATTHEW BRAND

    Chief Operating OfficerCRD 4990196

  • LISETTE FARAH

    Chief Financial OfficerCRD 1543879

  • Deirdre Brady

    General Counsel & Chief Compliance OfficerCRD 7549730

Contacts

2 of 2
  • DAVID SMILOW

    Founding PartnerCRD 1298132

  • JASON KOENIG

    Managing Partner & Co-FounderCRD 4802882

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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth