Auda Private Equity LLC (New York)

Auda Private Equity LLC is a large advisory firm based in New York. It manages $3.74 billion of regulatory assets for 78 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of New York.

Auda Private Equity provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, 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.

Auda Private Equity: assets under management

The assets under management (AUM) of Auda Private Equity LLC is $3.74 billion. The firm's AUM has grown by 269% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.68 billion in discretionary accounts and $1.06 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $43.96 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $62.15 million.

Auda Private Equity has custody of $2.61 billion in cash and securities for 60 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Auda Private Equity LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Auda Private Equity LLC

Marcel Alain Giacometti has been acting as President since 1 Dec 2007. Janine Deniece Diljohn joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 13 indirect owners.

Based in New York

The principal office where Auda Private Equity LLC performs its advisory services is located at 888 7 Th Avenue, New York, NY 10106, 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 212-863-2300 or by fax 212-593-2974. The normal business hours are 8:30am-5:30pm on Monday - Friday. You can find more information about the New York firm at auda.com.

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