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 SEC-registered investment adviser organized as a limited liability company and registered in 2023. The firm serves institutional clients and provides portfolio management for investment companies. It charges fees based on a percentage of assets under management and identifies as neither an active ESG investor nor a multi-state adviser. Ownership is noted as a mix of a domestic entity and an individual. The firm also functions as a sponsor, general partner and managing member of pooled investment vehicles, indicating it runs collective investment structures in addition to advisory duties for investment companies. Themes Management is not listed as a pension consultant or a related adviser.
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
3 of 3Dobromuir Kamburov
COOCRD 7782773

Jose Gonzalez Navarro
Chief Executive OfficerCRD 4346462
Albert Moore
Chief Compliance OfficerCRD 6007672
Contacts
2 of 2Jose Poncela
Head of ProductCRD 7782778
Tracy Grant
General CounselCRD 7782768
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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