Artivest Alternative Advisors LLC (New York)

Name: Artivest Alternative Advisors LLC
Address: 149 Fifth Avenue, New York, NY, 10010
Telephone: 212-951-0534

Artivest Alternative Advisors LLC is a large advisory firm based in New York. It manages $200.43 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of New York.

Artivest Alternative Advisors provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Artivest Alternative Advisors: assets under management

The assets under management (AUM) of Artivest Alternative Advisors LLC is $200.43 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 87% since the beginning of its operation, and $4.5 million of the total AUM is attributable to clients outside of the United States.

The firm manages $200.43 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $50.11 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Artivest Alternative Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Artivest Alternative Advisors serves?

The only and largest group of clients of Artivest Alternative Advisors is pooled investment vehicles with 4 clients and $200.43 million of assets under management. Among the 10 most similar advisory firms, Artivest Alternative Advisors has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $200.43 million for 4 clients. None of the firm’s clients are foreign persons or businesses.

Artivest Alternative Advisors also advises several private funds. Namely, two hedge funds and two private equity funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $500,000.

Careers at Artivest Alternative Advisors LLC

Aqgen Liberty Holdings Llc joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Artivest Holdings	Member	1 May 2017	75% - 100%	45-4782155
James David Waldinger	Chief executive officer	1 May 2017	Other	6222958
Adrian Andrew Czebiniak	Chief technology officer	1 May 2017	Other	6327498
Stacie Lorraine Yates	Chief compliance officer	1 May 2017	Other	4887289
Adrian A Czebiniak	Chief technology officer	1 May 2017	Other	6327498
Aqgen Liberty Management I Inc.	Sole equity owner	1 Jun 2018	75% - 100%	90-0954787

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Aqgen Liberty Holdings Llc	Shareholder	1 Jun 2018	25% - 50%	46-2427926
Inc. Artivest Holdings	Sole equity owner	1 Jun 2018	75% - 100%	45-4782155

Based in New York

The principal office where Artivest Alternative Advisors LLC performs its advisory services is located at 149 Fifth Avenue, New York, NY 10010, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-951-0534 or by fax 917-722-0986. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at artivest.co.