Skaana Management L.P.
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
FINTRXOverview
Skaana Management L.P. is a SEC-registered hedge fund adviser formed in 2020 that serves institutional clients. The firm operates as a limited partnership and provides portfolio management for pooled investment vehicles. It acts in sponsor and GP roles and is registered as or affiliated with commodity pool/trading activity (CPO/CTA) functions and as the managing member of pooled investment vehicles. Fee arrangements include a mix of assets-under-management fees, fixed fees, and performance-based compensation. Skaana does not self-identify as an active ESG investor and is not a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Daniel Katzner
Managing Partner and Chief Investment OfficerCRD 1423223
Contacts
2 of 2Mayank Patel
ManagerCRD 2468057
Jeffrey Walker
Partner, Portfolio ManagerCRD 1320172
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$373K in ETFs
100%
$373K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $373K | 500 | 100.00% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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