THEOREM
Firm details
- Headquarters
- New York, New York
- CRD number
- 281280
- Registered since
- November 4, 2016
- Website
- www.theoremlp.com
- Custodians
- INSPIRA FINANCIAL TRUST, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles99.36%
- Charitable Organizations0.64%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Theorem is an SEC‑registered investment adviser organized as a limited liability company that operates primarily as a hedge fund manager and a CPO/CTA. The firm focuses on managing pooled investment vehicles and providing portfolio management for businesses and institutions, with an institutional client base and a fee model that combines a percentage of assets under management and performance‑based fees. In filings Theorem is identified as a sponsor, general partner and managing member of pooled vehicles, which aligns with its role running private funds and acting as an active manager for commingled strategies. The firm is not listed as an active ESG investor and is not a multi‑state adviser. Its advisory activity centers on pooled vehicles and institutional mandates rather than retail wrap programs, and it retains operational roles consistent with alternative asset administration (sponsor/GP, CPO/CTA).
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other80%
- Cash & Cash Equivalents20%
Owners & executives
3 of 4EVANGELOS PERROS
Chief Financial OfficerCRD 5003798
Eric Watson
Chief Legal OfficerCRD 6620356
EDWARD MALLON
CIOCRD 2519699
Contacts
1 of 1BALASUBRAMANIAN PANCHANADESWARAN
CRD 8242689
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 335 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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