Park Avenue Institutional Advisers LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 175101
- Registered since
- March 9, 2015
- Custodians
- J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM
- Client types
- Insurance Companies94.09%
- Investment Companies5.66%
- Other0.25%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Park Avenue Institutional Advisers LLC is an institutional registered investment adviser organized as a limited liability company. The firm is SEC registered (2015) and positions itself to manage portfolios for institutional clients, including investment companies and businesses. It charges fees based on a percentage of assets under management and is listed as performing CPO/CTA activities as part of its business operations. Industry affiliations reported include broker-dealer relationships, other investment advisers, CPO/CTA roles, and an insurance company connection. The firm does not present itself as an ESG investor and is not described as a capital allocator 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
Asset composition
- Investment Grade Corp Bonds69%
- Other27%
- State & Local Bonds2%
- Non-Investment Grade Corp Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$197M in ETFs
0%
$0
0%
$197M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JANUS HENDERSON AA-A CLO ETF (JA) | Janus Henderson | $100M | 2,000,000 | 50.70% |
Location
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
- 10 Hudson Yards
- Time zone
- ET (UTC-5)
- Office locations
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