Meag New York Corporation

RIASEC Registered
Total AUM
$44.9B
Discretionary
$40.2B
90% of AUM
Avg account
$316M
Accounts
142
Employees
46
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
321962
Registered since
August 8, 2022
Custodians
STATE STREET BANK AND TRUST COMPANY, RBC CAPITAL MARKETS, LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Insurance Companies84.19%
  • Other11.01%
  • Corporations / Businesses4.8%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Meag New York Corporation is an institutional RIA that provides portfolio management for business and institutional clients. The firm is registered with the SEC (registered in 2022) and operates with fee arrangements that include percentage-of-AUM and fixed-fee structures. Its activities include functioning as a CPO or CTA and it holds industry roles such as other investment adviser, insurance company affiliation, and sponsor/GP or managing member of pooled investment vehicles. Meag New York identifies as an active ESG investor and directs its strategies with a clear tilt toward fixed‑income solutions for institutional mandates.

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: Investment Grade Corp Bonds 34%, US Government Bonds 29%, Sovereign Bonds 16%, Private Funds 11%, Cash & Cash Equivalents 5%, Non-Exchange Traded Equities 4%, Other 1%34%
  • Investment Grade Corp Bonds34%
  • US Government Bonds29%
  • Sovereign Bonds16%
  • Private Funds11%
  • Cash & Cash Equivalents5%

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth