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 positioned as an institutional manager focused on pooled investment vehicles tied to insurance-linked strategies. The firm operates as a CPO/CTA and provides portfolio management for pooled funds, using a fee mix of AUM-based and performance-based incentives. Its mandate emphasizes institutional-scale mandates and concentrated capital deployment, with active ESG integration listed as part of its investment approach. Given the firm's name and its fund structure, the investment program is centered on insurance-linked exposures and related risk transfer markets, managed within pooled vehicles rather than through broad retail wrappers.

Assets & Accounts

Investments & Alternatives

Location & Offices

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 4
  • Manish Khera

    Chief Information Security OfficerCRD 8048963

  • LEIGH WEISSMAN

    COOCRD 4125600

  • ANTHONY PELECKIS

    Chief Risk OfficerCRD 7564033

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Contacts

3 of 6
  • KEVIN PURCELL

    Member, Board Of DirectorsCRD 1848267

  • KENNETH BIBKO

    Head of ComplianceCRD 4371064

  • Safa Rekkali

    CRD 7205863

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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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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth