Magnetar Asset Management LLC

RIASEC RegisteredEst. 2017
Total AUM
$1.9B
Discretionary
$1.9B
100% of AUM
Avg account
$384M
Accounts
5
Employees
167
Advisory reps
7

Firm details

Headquarters
Evanston, Illinois
CRD number
285287
Registered since
January 9, 2017
Custodians
MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Sovereign Wealth Funds64.94%
  • Other Investment Advisers24.66%
  • Investment Companies10.41%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Magnetar Asset Management LLC is a limited liability company operating as an institutional registered investment adviser since 2017. The firm serves institutional clients and focuses on portfolio management for investment companies and for businesses or other institutions. Its compensation combines a percentage-of-assets-under-management fee with the potential for performance-based fees. The adviser identifies as an active ESG investor and maintains affiliations that include acting as a sponsor, general partner or managing member of pooled investment vehicles and relationships with other advisers or commodity pool operators/CTAs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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: Exchange Traded Equities 69%, Investment Grade Corp Bonds 31%69%
  • Exchange Traded Equities69%
  • Investment Grade Corp Bonds31%

Owners & executives

3 of 4
  • Thomas Sherwood

    Co-Chief Operating OfficerCRD 2372231

  • Nathan Raschke

    Chief Financial OfficerCRD 8110950

  • Lavonne Harris

    Lavonne Harris

    Chief Financial OfficerCRD 2587309

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Contacts

3 of 3
  • David Snyderman

    David Snyderman

    Managing PartnerCRD 3109977

  • Ross Laser

    Ross Laser

    Co-founder and PresidentCRD 2353109

  • Karl Wachter

    Karl Wachter

    PartnerCRD 713835

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

Evanston, IL

Cook

Location

Evanston, IL

Headquartered in Evanston, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
1603 Orrington Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth