Safanad Inc.

RIASEC RegisteredEst. 2014
Total AUM
$780M
Discretionary
$780M
100% of AUM
Avg account
$26M
Accounts
30
Employees
31
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
170969
Registered since
September 15, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Safanad Inc. is a corporate investment manager and capital allocator that registered with the SEC in 2014. The firm identifies as a multifaceted fund manager with primary activity in private equity and real estate fund management. Its client base is institutional, and its advisory work centers on portfolio management for pooled investment vehicles; the firm also functions as an investment sponsor and a general partner/managing member for those vehicles. Ownership is a mix of foreign-entity and individual ownership. Fee arrangements include both a percentage-of-assets component and performance-based fees. Safanad does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

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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

1 of 1
  • Felicity McDonald

    Chief Compliance OfficerCRD 8245204

Contacts

3 of 4
  • Ziad Dannaoui

    Ziad Dannaoui

    ​Senior PartnerCRD 6774633

  • Christopher Fazekas

    Christopher Fazekas

    ​Senior PartnerCRD 6887253

  • Christopher Morris

    Managing DirectorCRD 8245521

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Wealth teams

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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
505 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth