This article showcases our top picks for the best New York based Asset Management companies. These startups and companies are taking a variety of approaches to innovating the Asset Management industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovative ideas
- Innovative route to market
- Innovative product
- Exceptional growth
- Exceptional growth strategy
- Societal impact
Top New York Asset Management Companies
BlackRock’s business is investing on behalf of our clients, from large institutions to parents and grandparents, doctors and teachers who entrust their savings to us. We work only for our clients—period.
Our promise is to offer them the clearest thinking about what to do with their money and the products and services they need to secure a better financial future. That’s why investors of all kinds have made us the world’s largest asset manager, entrusting us with trillions of dollars, and it’s why companies, institutions and global governments come to us for help meeting their biggest financial challenges.
Important disclosures: http://www.blackrock.com/corporate/en-us/compliance/social-media-guidelines. .
ForwardLane is a fast-growing, award-winning applied AI fintech startup that dramatically enhances productivity with AI-powered insights for financial advisors and fund distributors. Our patent-pending insight platform featuring NLP built for financial services, synthesizes data to find signals for personalized client engagement.
The platform delivers insights integrated into financial advisor and fund distributors workflows in CRM, with Salesforce being a key partner. The platform acts as a powerful “virtual analyst” reviewing all the data across all clients everyday, ranking and scoring it and then surfacing signals for growth opportunities, wallet share increase, retention conversations and awareness across the book as to who to reach out to, and what to talk about.
Together this fuels organic, scalable growth through frequent, proactive personalized engagement.. .
Kohlberg Kravis Roberts
Kohlberg Kravis Roberts is a global investment firm that manages multiple alternative asset classes, including private equity, energy, infrastructure, real estate, credit, and, through its strategic partners, hedge funds. The company generates attractive investment returns for its fund investors through a patient and disciplined investment approach, employing world-class people, and driving growth and value creation with KKR portfolio companies.
The company invests its own capital alongside the capital it manages for fund investors and delivers financing solutions and investment opportunities through its capital markets business. The firm has completed more than two-hundred-eighty private equity investments in portfolio companies with approximately $545 billion of total enterprise value as of June 30, 2017.
Assets Under Management (“AUM”) and Fee Paying Assets Under Management (“FPAUM”) were $153 billion and $114 billion, respectively as of September 30, 2017. Jerome Kohlberg, Jr.
and cousins Henry Kravis and George R. Roberts, all of whom had previously worked together at Bear Stearns, where the three completed some of the leveraged buyout transactions founded the company.
Kohlberg Kravis Roberts has completed a number of transactions including the 1989 leveraged buyout of RJR Nabisco, which was a large buyout in history to that point, as well as the 2007 buyout of TXU, which is currently also a large buyout completed to date since its founding. Kohlberg Kravis Roberts has offices in 21 cities in 16 countries across 5 continents.
The firm is currently headquartered in the Solow Building, New York, but in October 2015, the firm announced its intentions to occupy a newly constructed 30 Hudson Yards. In October 2009, Kohlberg Kravis Roberts listed shares in the company through KKR & Co., an affiliate that holds 30% of the firm’s ownership equity, with the remainder held by the firm’s partners.
First Access is a financial technology company that offers a smart data platform for emerging market financial institutions. Micro and SME lenders have a clear path to a digital future.
With an intuitive user experience for digitizing paper-based operations, institutions can collect rich data, monitor trends, and then automate processes while gaining more trust in the data. First Access has leveraged its credit scoring experience to allow incremental change without disrupting day-to-day operations.
Financial institutions can grow more sophisticated with data, incorporating machine learning insights as it goes. The company’s mission is to turn data into financial opportunity by helping lenders around the world digitize and automate access to credit with powerful, user-friendly technology.
First Access was founded in 2011 and is headquartered in New York.. .
Ladder Capital Finance
Ladder Capital Finance LLC is a specialty finance company that provides comprehensive financing solutions to the commercial real estate industry. LCF is a fully integrated franchise with direct origination, underwriting and asset-management capabilities.
LCF originates and invests in a diverse portfolio of real estate-related assets. Through an integrated and thorough underwriting and investment process..
Lazard is one of the world’s preeminent financial advisory and asset management firms. The firm serves clients globally from 43 cities across 27 countries in North America, Europe, Asia, Australia, Central and South America.
As the leading global independent advisor to corporations, partnerships, institutions, government, sovereign entities and individuals, Lazard provides advice on mergers and acquisitions, strategic matters, restructuring and capital structure, capital raising and corporate finance. As a world class asset manager, Lazard serves clients with a broad range of global investment solutions and investment management services in equity and fixed income strategies, alternative investments and private equity funds..
Penso Advisors is a global macro manager with niche expertise in derivatives and the management of high convexity discretionary macro and risk-mitigating strategies. Its business model is predicated upon managing its strategies for sophisticated institutional allocators, investors, and asset managers who have the knowledge, tools, and experience to benefit from capital efficient single investor structures.
It was founded in 2010 and is headquartered in New York, New York.. .
Mount Wish Corporation
Mount Wish is a young financial services startup and disrupting financial risk management (fx, interest rates and commodities) with a quasi-mutual insurance approach which as a side effect also achieves the joint mission of the International Monetary Fund (IMF) and Bank for International Settlements (BIS) with a higher degree of efficiency and efficacy This said our multi-award-winning core product RiskPool automatically assumes our customers FICC risks via ERP system plugins and nets contrary positions so that we only need to cover the residual risk which again allows us to offer them a much safer, more convenient and straight forward solution at a significantly cheaper price compared to derivatives-based hedging which they had to use in the past. More information on RiskPool can be found here: http://mountwish.org/pdfs/RiskPool_Overview_March2020.pdf.
Additionally RiskPool is seamlessly complemented by further products including our customer-centric financial services marketplace fincato covering among others the fields of corporate finance, cash management and trade finance. Beyond this, we offer data-based services, analytics, and advisory via our DAO platform which we run as a joint venture with leading tech industry partners (e.g.
Oracle and Alibaba Cloud) and (insurance) asset management solutions via Mount Wish Capital Partners. The company is now headquartered to equal degrees in New York and Singapore (more on our decision to set up dual-headquarters can be found here: http://mountwish.org/pdfs/Dual-HQ-Setup.pdf) while RiskPool for legal reasons operates out of Zurich, Switzerland..
WisdomTreeÂ® is an innovative ETF sponsor, index developer, and asset manager that uses its own fundamentally weighted index methodology. WisdomTree also licenses its indexes to third parties for proprietary products, and offers a platform to promote the use of WisdomTree ETFs in 401(k) plans.
Approximately $7.1 billion* in assets currently are managed by WisdomTree or are managed against WisdomTree Indexes by third parties under license from WisdomTree.. .
Sculptor Capital Management
Sculptor Capital Management, Inc. is a global institutional alternative asset management firm.
They have approximately $20.7 billion of assets under management for approximately 600 fund investors as of July 1, 2009. The firm was founded in 1994 by Stephen Freidheim and Daniel Och and is based in New York, United States..
Strike Derivatives is a digital assets company that provides digital asset risk-transfer products and services to institutional investors. It is designed for digital assets aggregates liquidity to create highly functioning derivatives markets in presently illiquid environments.
It was founded in 2018 by Andrew Lawrence, Charles Walden, and Ray Kamrath and is headquartered in New York.. .
Trian Fund Management
Trian Fund Management is a multi-billion dollar alternative investment management firm, founded in November 2005 by Principals, Nelson Peltz, Peter May and Ed Garden. Leveraging off of the 35+ years’ operating experience of its Principals, Trian Partners seeks to invest in high quality but undervalued and under-performing public companies and to work constructively with the management and boards of those companies to significantly enhance value for all shareholders.
The firm seeks to improve the long-term earnings power of its portfolio companies through a combination of improved operational execution, strategic re-direction, and more efficient capital allocation.. .
Tenviz delivers data-driven solutions using traditional statistical and machine learning tools to solve complex problems. The company redefines the way people understand math and stats in finance.
Its operates in the areas of asset management, retail banking, commercial banking, retail and consumer goods, energy, and utilities. It offers advanced mathematical and visual tools for comprehending the global investment universe.
Tenviz was founded on 2015 and is based in New York.. .
Terra is a real estate investment manager that deploys capital with a credit focus across property types, markets, and securities. Its team works closely with owners, operating partners, and co-lenders to provide bespoke debt and equity solutions backed by existing and to-be-built commercial properties nationwide.
The company provide bridge and mezzanine loans, as well as make preferred and joint-venture equity investments. The New York City-based firm was founded in 2002 by Bruce Batkin and Simon Mildé..
Jewel Investments is the management company that provides administrative and portfolio management services to these funds. The company also offers fund management solutions to individuals, institutions, trusts, private funds, charitable organizations, and investment companies.
It is not registered under the Investment Advisers Act. It is headquartered in New York, New York..
Applied InvestmentScience™ builds, manages, and markets high-capacity investment strategies which seek to deliver risk managed returns. A proprietary, dynamic, statistical, non-linear probabilistic framework underpins a rigorous process of advanced scientific-based research resulting in better systematic investment management.
Strategies are uniquely designed to outperform over time in both up and down markets. Using technology to root out investment risks, the business model targets high-capacity funds which have mass appeal and can scale into multi $ billion funds without the usual capacity limits of alternative type strategies.
The weight of each security in our strategies is determined for growth potential based on assessment of the security’s fundamental value and additional criteria that taken together form part of the security selection, ranking, and duration management processes. To minimize risk, composition is long only and non leveraged without use of derivatives.
Annualized turnover is ~50% and managed for tax efficiency. Targeted high-capacity, strategies include core, growth and value versions of the S&P 500, R 1000, R 2000, R 3000, MSCI EAFE Large, MSCI Emerging Markets, and the S&P 500 Sectors.
Bloomberg Symbols: AI SCI U.S. Large Cap (AISUSLG) and AI SCI U.S.
Large & Mid Cap (AISUSLM).. .
Eachwin Capital is an institutionally oriented investment management firm that targets publicly traded U.S. equities.
Today Eachwin Capital continues as a platform for the family interests of its founder and Managing Partner, Mayree Clark.. .
Hunt Investment Management
Hunt Investment Management is a real estate investment company that offers debt and equity investment strategies focuses on multi-family properties. Its services cover development and construction, property management, mortgage originations, and mortgage servicing.
The company was founded in 2008 and is headquartered in New York.. .
Hylan Asset Management
Hylan Asset Management offers debt buying and portfolio management. It provides high net-worth individuals (accredited investors) and corporate clients with expert management services focused on generating superior returns and mitigating operating risks.
It was incorporated in 2010 and is based in Amherst, New York.. .
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