Swiss Re Insurance-Linked Strategies Inc.

RIASEC RegisteredEst. 2022
Total AUM
$4.9B
Discretionary
$4.9B
100% of AUM
Avg account
$982M
Accounts
5
Employees
21
Advisory reps
11

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 Strategies Inc. is an institutional registered investment adviser formed and SEC-registered in 2022 that focuses on managing pooled investment vehicles. The firm operates as a corporation and functions in roles consistent with a commodity pool operator/commodity trading adviser (CPO/CTA). Its client base is institutional, and its advisory mandate is fully discretionary. Fee arrangements combine a percentage-of-assets-under-management component with performance-based fees. The firm identifies as an active ESG investor and holds industry linkages to broker-dealers, other investment advisers, CPO/CTA channels, and insurance-company affiliates.

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 3
  • Mariagiovanna Guatteri

    Mariagiovanna Guatteri

    CEOCRD 5245694

  • Leigh Weissman

    COOCRD 4125600

  • Anthony Peleckis

    Anthony Peleckis

    Chief Risk OfficerCRD 7564033

Contacts

3 of 8
  • Kayoko Hashimoto

    Kayoko Hashimoto

    SVPCRD 6311396

  • Kenneth Bibko

    Kenneth Bibko

    Head of ComplianceCRD 4371064

  • Matthew Manteufel

    Vice President, FinanceCRD 7684713

Unlock 5 more contacts

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