KINTEGRAL ADVISORY, LLC

RIASEC RegisteredEst. 2012
Total AUM
$2.1B
Discretionary
$1.4B
66% of AUM
Avg account
$32.4M
Accounts
66
Employees
11
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
164160
Registered since
December 3, 2012
Custodians
CITI PRIVATE ALTERNATIVES, LLC
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles82.12%
  • Other Investment Advisers17.88%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Kintegral Advisory, LLC is an SEC-registered advisory firm organized as an LLC and operating since 2012. The firm functions as a multifaceted manager, running both hedge fund and private equity strategies while also serving as sponsor, general partner and managing member for pooled vehicles. Its client base is institutional, and its advisory work spans portfolio management for individuals and small businesses, pooled investment vehicles, and institutions, as well as the selection of third‑party advisers. Kintegral also identifies as a Commodity Pool Operator/Commodity Trading Advisor in its business activities. Fee arrangements combine a percentage-of-AUM component with performance-based fees and other structures typical of active alternative managers. The firm reports ownership that involves both an individual and a domestic entity and is not configured as a capital allocator. Kintegral describes itself as an active ESG investor, indicating ESG considerations are part of its investment process.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Private Funds 34%, Cash & Cash Equivalents 28%, Exchange Traded Equities 16%, US Government Bonds 8%, Other 7%, Public Funds/Mutual Funds 2%, Sovereign Bonds 1%, Derivatives 1%34%
  • Private Funds34%
  • Cash & Cash Equivalents28%
  • Exchange Traded Equities16%
  • US Government Bonds8%
  • Other7%

Owners & executives

3 of 3
  • DANIEL RUEVEN

    President and Co-Chief Investment OfficerCRD 5773711

  • JOHN LINDHOLM

    Chief Operating OfficerCRD 4873450

  • MONY RUEVEN

    CEO and co-CIOCRD 2015499

Contacts

2 of 2
  • ELANA RUEVEN

    MemberCRD 6142248

  • ELIZABETH RUEVEN

    MemberCRD 6142245

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
126 E 56th St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth