MYDA ADVISORS LLC

RIASEC RegisteredEst. 2016
Total AUM
$821M
Discretionary
$821M
100% of AUM
Avg account
$117M
Accounts
7
Employees
8
Advisory reps
2

Firm details

Headquarters
WOODMERE, New York
CRD number
168658
Registered since
September 23, 2016
Custodians
GOLDMAN SACHS & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles99.09%
  • Other0.91%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Myda Advisors LLC is a hedge-fund–style registered adviser that primarily manages pooled investment vehicles and serves institutional clients. The firm functions as a CPO/CTA and also acts in sponsor/GP/managing-member roles for pooled funds, indicating active involvement in structuring and operating private investment vehicles. Its fee model combines a percentage-of-assets charge with performance-based fees. Myda Advisors has been SEC-registered since 2016, identifies as a domestic entity with individual ownership, and does not describe itself as an ESG-active or multi-state adviser.

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

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • JEFFREY MANN

    Chief Operating OfficerCRD 5088732

Contacts

1 of 1
  • JASON LIEBER

    Portfolio ManagerCRD 3006080

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 15

Active vs passive

$129M in ETFs

Passive

94%

$121M

Active

0%

$8.4M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES SELECT DIVIDEND ETF (DVY)BlackRockPassiveLarge Value$39.4M260,00030.42%

Location

Primary office

WOODMERE, NY

NASSAU

Location

WOODMERE, NY

Headquartered in WOODMERE, 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
NASSAU
Address
1067 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth