Themes Management Company LLC
Firm details
- Headquarters
- Greenwich, Connecticut
- CRD number
- 323861
- Registered since
- July 18, 2023
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Themes Management Company LLC is an institutional registered investment adviser that provides portfolio management services to investment companies. The firm is SEC-registered (registration completed in 2023) and charges clients on a percentage-of-assets basis. Its client focus is institutional mandates rather than retail wealth management. Ownership includes both a domestic entity and an individual, and the firm does not position itself as a capital allocator or an active ESG investor. It also serves in sponsor/GP and managing-member roles for pooled investment 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
Location
Greenwich, CT
Fairfield
Location
Greenwich, CT
Headquartered in Greenwich, CT, 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
- Fairfield
- Address
- 34 E Putnam Ave
- Time zone
- ET (UTC-5)
- Office locations
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