P. SCHOENFELD ASSET MANAGEMENT LP

RIASEC RegisteredEst. 2009
Total AUM
$532M
Discretionary
$532M
100% of AUM
Avg account
$44.3M
Accounts
12
Employees
12
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
149236
Registered since
March 12, 2009
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

P. Schoenfeld Asset Management LP is a limited partnership registered with the SEC in 2009 that operates as a multi-faceted fund manager. The firm serves institutional clients and combines hedge fund and private equity activity with pooled-vehicle portfolio management. It is registered to act as a commodity pool operator/commodity trading advisor (CPO/CTA) and also functions as sponsor, general partner or managing member of pooled investment vehicles. Compensation includes asset-based fees plus performance-linked fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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
  • ANNIE LERNER

    Chief Financial AdvisorCRD 6470815

  • PETER SCHOENFELD

    CEOCRD 414726

Contacts

3 of 3
  • JOHN VASSALLO

    Director of OperationsCRD 2834090

  • CAROLINE GREENWALD

    Managing PartnerCRD 4526491

  • DHANANJAY PAI

    PresidentCRD 1197822

Wealth teams

FINTRX

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
126 E 56th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth