Record Currency Management Inc

RIASEC RegisteredEst. 2014

Total AUM

$19.7B

Discretionary

$19.7B

100% of AUM

Avg account

$2.5B

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 171338
Registered since: May 8, 2014
Fee structure: Fixed Fees, Other
Client types: State / Municipal Government80.42%
Pension & Profit Sharing Plans7.04%
Charitable Organizations6.01%
Corporations / Businesses5.79%
Investment Companies0.74%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Record Currency Management Inc is a corporation operating as an institutional registered investment adviser and capital allocator. Registered with the SEC since 2014, the firm serves institutional clients and charges fixed and other fee arrangements. Its regulatory footprint and business descriptions identify it as a commodity pool operator/commodity trading advisor (CPO/CTA) that manages pooled vehicles and institutional mandates, selects third‑party advisers, and sponsors pooled investment structures. The firm also publishes periodicals or newsletters and runs educational seminars and workshops. Record Currency Management is not marked as an active ESG investor and is not designated as a multi‑state or newly formed adviser. Industry affiliations listed in filings include broker‑dealer relationships and roles as other investment adviser, CPO/CTA, sponsor of limited partnerships (excluding pooled vehicles) and sponsor/GP/managing member of pooled investment vehicles, reflecting a hybrid operating model that combines manager-of-managers activity with direct trading and pooled vehicle sponsorship.