Poetic Group LLC

RIASEC Registered

Total AUM

$803M

Discretionary

$795M

99% of AUM

Avg account

$80.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Hackensack, New Jersey
CRD number: 293886
Registered since: September 26, 2019
Custodians: U.S. BANK, N.A., J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Pooled Investment Vehicles95.36%
Corporations / Businesses3.23%
Other1.41%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Poetic Group LLC is an SEC-registered hedge fund organized as a limited liability company and operating since 2019. The firm serves an institutional client base and focuses on managing pooled investment vehicles and providing portfolio management for businesses or other institutions. Its governance and sponsor roles include acting as general partner and managing member for the pooled vehicles it advises. Fee arrangements include asset-based charges and performance-linked compensation, plus other fee elements noted on its filings. The adviser does not characterize itself as an active ESG investor, and it does not list pension consulting or multi-state adviser status.