Irenic Capital Management Lp
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Overview
Irenic Capital Management Lp operates as a financial advisory firm based in New York, New York. The firm handles $521.1 million in total assets over seven customer accounts, making it one of the bigger firms in the nation by assets under management (AUM). It has a small group, including 5 financial advisors. Irenic Capital Management Lp is not a registered broker-dealer, meaning it is not able to buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments like stocks, options and bonds.
Irenic Capital Management Lp oversees all of its client assets on a discretionary basis. Discretionary management means that a portfolio manager has the discretion to make transaction decisions for the client's account without requiring client authorization. Irenic Capital Management Lp's typical account size is $74.4 million. The average advisor at Irenic Capital Management Lp oversees around one client account, making it one of the most individualized advisor firms in the country.
The company's central office is at 767 Fifth Avenue, New York, New York 10153. Irenic Capital Management Lp is legally registered to serve clients in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Irenic Capital Management Lp by the Numbers
$521.1 million
8
7
$74.4 million
Fee Structure
A financial advisor's fees usually are based on which services the firm provides the client. However, fees charged by the company may include any combination of the following fee types: asset-based or performance-based. The company does not supply a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Irenic Capital Management Lp works with pooled investment vehicles. Out of its seven customers, Irenic Capital Management Lp's largest client type is pooled investment vehicles. About 57% of the company's accounts reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Irenic Capital Management Lp does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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