Seix Clo Management LLC

RIASEC RegisteredEst. 2016
Total AUM
$336M
Discretionary
$336M
100% of AUM
Avg account
$168M
Accounts
2
Employees
12
Advisory reps
3

Firm details

Headquarters
Park Ridge, New Jersey
CRD number
285354
Registered since
October 27, 2016
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Seix Clo Management LLC is a limited liability company that registered with the SEC in 2016 and operates as a manager of securitized-asset pooled vehicles serving institutional clients. Its stated advisory activity is portfolio management for pooled investment vehicles, and its organizational roles extend to acting as a sponsor/GP and participating in related industry activities such as broker-dealer and CPO/CTA relationships. Ownership is described as a combination of foreign entity and individual stakeholders. The firm identifies as an active ESG investor and reports an atypical fee structure categorized as "other."

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • George Aylward

    George Aylward

    President and Chief Executive OfficerCRD 4932163

  • Michael Angerthal

    Michael Angerthal

    Chief Financial OfficerCRD 5632934

  • Deirdre Dillon

    Chief Compliance OfficerCRD 5469512

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Park Ridge, NJ

Bergen

Location

Park Ridge, NJ

Headquartered in Park Ridge, NJ, 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
Bergen
Address
1 Maynard Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth