VARIANT

RIASEC RegisteredEst. 2022
Total AUM
$729M
Discretionary
$729M
100% of AUM
Avg account
$91.2M
Accounts
8
Employees
12
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
306409
Registered since
July 29, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Variant is organized as a corporate venture capital manager that sponsors and operates pooled investment vehicles for institutional investors. The firm is individually owned and registered with the SEC in 2022. Its primary activity is acting as sponsor/GP and serving as portfolio manager for its pooled funds rather than serving as a broad capital allocator to third-party managers. Variant charges a combination of asset-based fees and performance-based fees on the vehicles it manages. The firm does not describe itself as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Caleb Shough

    Chief Financial Officer & Chief Operations OfficerCRD 7529630

Contacts

3 of 3
  • William Almen

    CRD 8244461

  • Daniel Barabander

    Investment PartnerCRD 8244451

  • Jesse Walden

    Founder & General PartnerCRD 7256852

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

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
75 Spring St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth