SAFANAD INC.

RIASEC RegisteredEst. 2014
Total AUM
$780M
Discretionary
$780M
100% of AUM
Avg account
$17.7M
Accounts
44
Employees
31
Advisory reps
7

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 SEC-registered adviser that operates primarily as a capital allocator for institutional clients. The firm is structured to advise and sponsor pooled investment vehicles, acting as general partner or managing member on funds it manages. Its activity is concentrated in closed-end and pooled strategies rather than one-off advisory mandates, and its fee arrangements combine a percentage-of-AUM component with performance-based fees. The firm’s stated classification mixes private equity and real estate fund management with a multifaceted fund manager profile; it presents as an independent RIA with ownership described as a mix of a foreign entity and an individual. Safanad Inc. does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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 6
  • Saleh Romeih

    ​Senior PartnerCRD 7892302

  • Faisal Rehman

    ​Senior PartnerCRD 7892300

  • CHRISTOPHER FAZEKAS

    ​Senior PartnerCRD 6887253

Unlock 3 more contacts

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