Skaana Management L.P.

RIASEC RegisteredEst. 2020
Total AUM
$234M
Discretionary
$234M
100% of AUM
Avg account
$234M
Accounts
1
Employees
6
Advisory reps
3

Firm details

Headquarters
,
CRD number
311817
Registered since
December 16, 2020
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Skaana Management L.P. is a limited partnership organized as a hedge fund and registered with the SEC in 2020. The firm focuses on portfolio management for pooled investment vehicles and serves institutional clients. Its fee structure combines a percentage-of-AUM component, fixed fees, and performance-based fees. Skaana does not characterize itself as an active ESG investor and is not described as a capital allocator; it also identifies roles as a sponsor, general partner/managing member of pooled vehicles and has CPO/CTA affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Daniel Katzner

    Daniel Katzner

    Managing Partner and Chief Investment OfficerCRD 1423223

Contacts

2 of 2
  • Mayank Patel

    ManagerCRD 2468057

  • Jeffrey Walker

    Jeffrey Walker

    Partner, Portfolio ManagerCRD 1320172

Wealth teams

FINTRX

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

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth