Primary Wave Ip Investment Management LLC

RIASEC RegisteredEst. 2017
Total AUM
$6.1B
Discretionary
$6.1B
100% of AUM
Avg account
$558M
Accounts
11
Employees
38
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
288266
Registered since
August 28, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Primary Wave IP Investment Management LLC is a privately organized investment adviser focused on pooled investment vehicles, registered with the SEC in 2017 as an LLC. The firm operates as a private equity fund manager and serves institutional clients. Its advisory work centers on portfolio management for pooled vehicles and it also functions as sponsor/GP/managing member of those vehicles. Fee arrangements include asset-based charges and performance-linked fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

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

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Lawrence Mestel

    Lawrence Mestel

    Founder & Chief Exceutive OfficerCRD 6838202

  • Jane Reisman

    Chief Financial OfficerCRD 2316579

  • Ramon Villa

    Partner, COOCRD 8068102

Contacts

2 of 2
  • Amy Ortner

    General CounselCRD 8067635

  • William Cisneros

    William Cisneros

    PresidentCRD 4426849

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

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
1165 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth