Morgens, Waterfall, Vintiadis & Company, Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 108692
- Registered since
- November 25, 1997
- Website
- morgenswaterfall.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Morgens, Waterfall, Vintiadis & Company, Inc. is a corporate-structured investment adviser that registers as a hedge fund manager and focuses on institutional clients. The firm is registered with the SEC since 1997 and is owned by individuals. Its advisory activity centers on portfolio management for pooled investment vehicles; it also acts as an investment sponsor/GP and managing member for those vehicles. Compensation combines a percentage-of-assets fee with performance-based fees, consistent with an active, incentive-driven approach. The firm does not identify as an ESG-focused investor and is not reported as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Michele Manfredi
Chief Compliance Officer And Chief Financial OfficerCRD 2281284
Scott Storkamp
Chief Investment OfficerCRD 2290509
Contacts
1 of 1Edwin Morgens
Director, ChairmanCRD 4361909
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 1270 Avenue Of The Americas
- Time zone
- ET (UTC-5)
- Office locations
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