THEMES MANAGEMENT COMPANY LLC

RIASEC RegisteredEst. 2023
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$13.7M
Accounts
90
Employees
15
Advisory reps
5

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

FINTRX

Overview

Themes Management Company LLC is a limited liability company that registered with the SEC in 2023 and positions itself as an institutional advisory firm. It provides portfolio management services for investment companies and serves as sponsor, general partner and managing member of pooled investment vehicles, indicating active involvement in running pooled funds. The firm charges fees as a percentage of assets under management and does not designate itself an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • DOBROMUIR KAMBUROV

    COOCRD 7782773

  • JOSE GONZALEZ NAVARRO

    Chief Executive OfficerCRD 4346462

  • ALBERT MOORE

    Chief Compliance OfficerCRD 6007672

Contacts

2 of 2
  • Jose Poncela

    Head of ProductCRD 7782778

  • Tracy Grant

    General CounselCRD 7782768

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth