KIRKOSWALD ASSET MANAGEMENT LLC

RIASEC RegisteredEst. 2019
Total AUM
$27.2B
Discretionary
$27.1B
100% of AUM
Avg account
$823M
Accounts
33
Employees
42
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
298735
Registered since
February 12, 2019
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Kirkoswald Asset Management LLC is a limited liability company that operates as a hedge fund manager and registered investment adviser. The firm registered with the SEC in 2019 and identifies its client base as institutional. Its operating activities center on running pooled investment vehicles: Kirkoswald functions as a CPO/CTA and provides portfolio management for pooled vehicles while also acting in sponsor/GP and managing-member roles for those vehicles. Ownership is listed as a combination of a foreign entity and an individual. Fee arrangements include a percentage-of-AUM component plus performance-based fees and other fee lines. The firm does not identify as an active ESG investor and is not classified as a multi-state adviser. It is not described as a capital allocator in the firm-level classification, though it does hold allocations to third-party alternative managers (see Investments & Alternatives).

Assets & Accounts

Public Holdings

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

Owners & executives

3 of 3
  • DAVID GILBERT

    Chief Operating Officer and Chief Compliance OfficerCRD 6131577

  • CHRIS CAFAGNA

    Chief Operating OfficerCRD 7998499

  • DAVID HASSAN

    Chief Financial OfficerCRD 6680354

Contacts

2 of 2
  • GREGORY COFFEY

    MemberCRD 6017695

  • JOSEPH MAURO

    PresidentCRD 2443935

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
520 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth