MORGENS, WATERFALL, VINTIADIS & COMPANY, INC.

RIASEC RegisteredEst. 1997
Total AUM
$194M
Discretionary
$194M
100% of AUM
Avg account
$64.5M
Accounts
3
Employees
9
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
108692
Registered since
November 25, 1997
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Morgens, Waterfall, Vintiadis & Company, Inc. is an SEC-registered investment adviser formed in 1997 that operates as a corporate hedge fund manager serving institutional clients. The firm is owner-operated at the individual level and focuses on managing pooled investment vehicles. Its compensation structure combines a percentage-of-assets fee with performance-based fees, consistent with hedge fund economics. Morgens, Waterfall, Vintiadis does not report active ESG integration, is not a multi-state adviser, and does not identify as a pension consultant or related adviser. It also acts in sponsor and general partner capacities, serving as managing member of at least one pooled vehicle.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

2 of 2
  • MICHELE MANFREDI

    Chief Compliance Officer And Chief Financial OfficerCRD 2281284

  • SCOTT STORKAMP

    Chief Investment OfficerCRD 2290509

Contacts

1 of 1
  • EDWIN MORGENS

    Director, ChairmanCRD 4361909

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
1270 Avenue of the Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth