Swiss Re Insurance-Linked Investment Advisors Corporation

RIASEC RegisteredEst. 2022
Total AUM
$4.9B
Discretionary
$4.9B
100% of AUM
Avg account
$982M
Accounts
5
Employees
21
Advisory reps
10

Firm details

Headquarters
New York, New York
CRD number
318811
Registered since
July 14, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Swiss Re Insurance-Linked Investment Advisors Corporation is a SEC-registered corporate adviser (registered in 2022) that serves institutional clients and operates as a CPO/CTA and portfolio manager for pooled investment vehicles. The firm is structured with a domestic-entity and individual ownership mix and is classified as unclassified in the source data. It does not position itself as a capital allocator and is not a multi-state or newly formed adviser. Compensation is through a combination of asset-based fees and performance fees. Industry affiliations listed for the firm include broker-dealer relationships, other investment adviser roles, CPO/CTA activities, and ties to an insurance company. The firm is identified as an active ESG investor.

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

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Manish Khera

    Manish Khera

    Chief Information Security OfficerCRD 8048963

  • Leigh Weissman

    COOCRD 4125600

  • Anthony Peleckis

    Anthony Peleckis

    Chief Risk OfficerCRD 7564033

Unlock 1 more executives

Contacts

3 of 6
  • Kevin Purcell

    Member, Board Of DirectorsCRD 1848267

  • Kenneth Bibko

    Kenneth Bibko

    Head of ComplianceCRD 4371064

  • Safa Rekkali

    CRD 7205863

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
1301 Avenue Of The Americas
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth