Vedanta Management, LP

RIASEC RegisteredEst. 2012
Total AUM
$346M
Discretionary
$346M
100% of AUM
Avg account
$21.6M
Accounts
16
Employees
6
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
160685
Registered since
March 29, 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

Vedanta Management, LP is a limited partnership that operates as a multi-strategy fund manager, combining hedge fund, private equity and venture capital activity under a single organizational umbrella. The firm is SEC-registered (since 2012) and serves primarily institutional clients. Its advisory activity centers on managing pooled investment vehicles rather than providing direct retail portfolio advice. The firm’s revenue model includes both asset-based fees and performance-linked compensation. Vedanta is organized to act not only as an investment adviser but also in sponsor and general partner roles for pooled vehicles it manages. It does not identify as an active ESG investor and is not listed as a multi-state or related adviser.

Assets & Accounts

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

1 of 1
  • Margaret Riley

    Margaret Riley

    Partner, CFO and COOCRD 4360193

Contacts

1 of 1
  • Parag Saxena

    Parag Saxena

    Founding General PartnerCRD 4159180

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
250 W 55th St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth