Schonfeld Strategic Advisors LLC

RIASEC RegisteredEst. 2015
Total AUM
$225B
Discretionary
$225B
100% of AUM
Avg account
$5.8B
Accounts
39
Employees
997
Advisory reps
9

Firm details

Headquarters
New York, New York
CRD number
281984
Registered since
December 31, 2015
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Schonfeld Strategic Advisors LLC operates as a privately held, institutional hedge fund platform organized as a limited liability company and registered with the SEC in 2015. The firm serves institutional clients and conducts business as a commodity pool operator/commodity trading advisor (CPO/CTA). Its advisory scope includes portfolio management for pooled investment vehicles and the selection or oversight of other managers. Schonfeld charges a combination of asset-based and performance-sensitive fees, along with other fee arrangements. The firm does not self-identify as an active ESG investor and is not reported as a multi-state adviser or a related adviser to another registered entity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 5
  • Adam Rockfeld

    Chief Operating OfficerCRD 5831479

  • Steven Schonfeld

    Steven Schonfeld

    CEO and FounderCRD 1051868

  • Samuel Kim

    Chief Financial OfficerCRD 5812968

Unlock 2 more executives

Contacts

3 of 4
  • Andrew Fishman

    Andrew Fishman

    PresidentCRD 2172475

  • Hung Luc

    Hung Luc

    CCOCRD 6459435

  • Mark Peckman

    Mark Peckman

    General CounselCRD 3264967

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 66

Active vs passive

$4.1B in ETFs

Passive

100%

$4.1B

Active

<1%

$16.3M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$2.9B3,831,91870.56%

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
590 Madison Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth