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 a corporation registered with the SEC since 1997 that operates as a hedge fund adviser focused on institutional clients. The firm provides portfolio management for pooled investment vehicles and serves as an adviser/sponsor and general partner/managing member for those vehicles. Its compensation combines an asset-based fee with performance-based fees. The firm is owned by an individual and is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Owners & executives

2 of 2
  • Michele Manfredi

    Michele Manfredi

    Chief Compliance Officer And Chief Financial OfficerCRD 2281284

  • Scott Storkamp

    Scott Storkamp

    Chief Investment OfficerCRD 2290509

Contacts

1 of 1
  • Edwin Morgens

    Director, ChairmanCRD 4361909

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
1270 Avenue Of The Americas
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth