WHITEBOX ADVISORS LLC
Firm details
- Headquarters
- MINNEAPOLIS, Minnesota
- CRD number
- 121995
- Registered since
- January 31, 2006
- Website
- www.whiteboxadvisors.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Whitebox Advisors LLC is an SEC-registered investment manager formed in 2006 that operates as a limited liability company focused on institutional clients. The firm is structured as a multifaceted manager with activities spanning hedge fund management and securitized-asset strategies, and it serves as an operator or sponsor of pooled investment vehicles. Fee arrangements combine asset‑based fees and performance fees, and the firm performs portfolio management for pooled vehicles. Whitebox also engages in commodity pool operator/commodity trading advisor (CPO/CTA) activities and is identified as a sponsor, general partner, or managing member of pooled vehicles.
Assets & Accounts
Public Holdings
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
Owners & executives
3 of 4PAUL TWITCHELL
Co-Chief Investment OfficerCRD 6318257
MUQUARRAB KARIM
Chief Operating OfficerCRD 4382171
ROBERT VOGEL
Partner, Chief Investment OfficerCRD 5070939
Contacts
3 of 4JACOB MERCER
PartnerCRD 2987667
PAUL ROOS
PartnerCRD 7418956
BRIAN LUTZ
PartnerCRD 1867169
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$9.6M in ETFs
71%
$6.8M
0%
$2.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI BRAZIL ETF (EWZ) | BlackRock | Passive | Latin America Stock | $3.2M | 83,755 | 33.65% |
Location
MINNEAPOLIS, MN
HENNEPIN
Location
MINNEAPOLIS, MN
Headquartered in MINNEAPOLIS, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- HENNEPIN
- Address
- 3033 Excelsior Blvd
- Time zone
- CT (UTC-6)
- Office locations
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