Exantas Capital Manager Inc. (New York)

Exantas Capital Manager provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Exantas Capital Manager: assets under management

The assets under management (AUM) of Exantas Capital Manager Inc. is $2.13 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.13 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.13 billion each.

Exantas Capital Manager has custody of $2.13 billion in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Exantas Capital Manager Inc. for their services and products based on a percentage of assets under management 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.

What kind of clients Exantas Capital Manager serves?

The only and largest group of clients of Exantas Capital Manager is pooled investment vehicles with 1 clients and $2.13 billion of assets under management. Among the 11 most similar advisory firms, Exantas Capital Manager has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $2.13 billion for 1 clients. None of the firm’s clients are foreign persons or businesses.

Exantas Capital Manager doesn't advise any private funds.

Careers at Exantas Capital Manager Inc.

The company employs 160 people that are either part- or full-time employees. 48 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Matthew Jon Stern joined the executive team most recently as the President & Director.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 17 indirect owners.

Based in New York

The principal office where Exantas Capital Manager Inc. performs its advisory services is located at 717 Fifth Avenue, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in Philadelphia, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-705-5025 or by fax 972-868-5303. The normal business hours are 9 am - 6 pm on Monday - Friday. You can find more information about the New York firm at resourceamerica.com.

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