The Electrum Group LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 161407
- Registered since
- December 21, 2012
- Website
- electrum-group.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
The Electrum Group LLC is an SEC-registered limited liability company that has operated as an adviser since 2012. The firm is organized and run as a private equity fund sponsor and manager that focuses on pooled investment vehicles; its listed advisory activity is portfolio management for pooled funds and it also registers business activity as a CPO/CTA. The Electrum Group serves institutional clients and reports a fee model that combines a percentage-of-AUM charge with performance-based fees. It does not report active ESG investing and is not described as a capital allocator or a multi-state adviser. The firm is also identified as acting in sponsor/GP and managing-member roles for its pooled vehicles.
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
Thomas Kaplan
Chairman & CEOCRD 6027494
Contacts
3 of 3
Andrew Shapiro
General Counsel & CCOCRD 4828891
Michael Williams
Senior Managing DirectorCRD 6067272
Ali Erfan
DirectorCRD 6920730
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$39.6M in ETFs
100%
$39.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AMPLIFY JUNIOR SILVER MINERS ETF (SILJ) | Amplify Investments | Passive | Equity Precious Metals | $20.2M | 777,615 | 50.90% |
Location
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
- 600 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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