Topspin Management Company Lbo LLC

RIASEC RegisteredEst. 2012
Total AUM
$686M
Discretionary
$686M
100% of AUM
Avg account
$52.7M
Accounts
13
Employees
10
Advisory reps
3

Firm details

Headquarters
Mamaroneck, New York
CRD number
161399
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Topspin Management Company Lbo LLC is a limited liability company registered with the SEC in 2012 that operates as a private equity fund adviser focused on pooled investment vehicles. The firm serves an institutional client base and is owned by an individual. Its advisory role centers on portfolio management for pooled vehicles, and it also functions as sponsor, general partner and managing member of those vehicles. The firm charges a blend of asset-based fees and performance-linked fees. It does not identify as an active ESG investor, is not a multi-state adviser, and is not a pension consultant or related adviser to another advisory firm.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 3
  • Ojas Vahia

    Ojas Vahia

    PartnerCRD 5331738

  • Leigh Randall

    Leigh Randall

    Managing PartnerCRD 6030502

  • James Parks

    MemberCRD 7246181

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Mamaroneck, NY

Westchester

Location

Mamaroneck, NY

Headquartered in Mamaroneck, 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
Westchester
Address
1 Station Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth