Schonfeld Strategic Advisors LLC

RIASEC Registered
Total AUM
$225B
Discretionary
$225B
100% of AUM
Avg account
$5.8B
Accounts
39
Employees
997
Advisory reps
10

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 is organized as a limited liability company and operates as a hedge fund manager serving institutional clients. The firm is SEC-registered (registration year 2015) and performs commodity pool operator/commodity trading advisor (CPO/CTA) activities while also acting as a sponsor and managing member of pooled investment vehicles. Its advisory work includes portfolio management for pooled vehicles and selection of sub‑advisers. Fee arrangements include a percentage-of-AUM component together with performance-based fees and other fee elements. Ownership is reported as a mix of a domestic entity and individuals. Schonfeld does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

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

3 of 7
  • Ryan Tolkin

    Ryan Tolkin

    Chief Executive Officer & Chief Investment OfficerCRD 4666094

  • Steven Schonfeld

    Steven Schonfeld

    CEO and FounderCRD 1051868

  • Adam Rockfeld

    Chief Operating OfficerCRD 5831479

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Contacts

3 of 3
  • Hung Luc

    Hung Luc

    CCOCRD 6459435

  • Mark Peckman

    Mark Peckman

    General CounselCRD 3264967

  • Andrew Fishman

    Andrew Fishman

    PresidentCRD 2172475

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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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth