FUNDAMENTAL ADVISORS LP

FUNDAMENTAL ADVISORS LP of NEW YORK, NY is an SEC-registered investment adviser (CRD 157899). Regulatory assets under management: $4.1B.

Registration

Business model

Compensation: % of AUM, Performance, Other.

Clients served: Investment cos, Other.

Officers, owners & control persons (26)

Showing 25 of 26 people.

NameRoleLocation
Laurence L GottliebCHAIRMAN AND CEO; LIMITED PARTNER; MANAGING MEMBERNew York, NY
MICHAEL DAVID SHERMANCHIEF LEGAL OFFICERNEW YORK, NY
Justin Michael VinciCHIEF OPERATING OFFICER
Jennifer Michelle LinCHIEF COMPLIANCE OFFICER
Ryan S KeaneSENIOR MANAGING DIRECTOR
Robert Leonard WeissCHIEF FINANCIAL OFFICER
Mark DomineMANAGING DIRECTOR
Robert James HopperMANAGING DIRECTOR
Mark DominéMANAGING DIRECTOR
GOTTLIEB LAURENCE LCHAIRMAN AND CEO; CHAIRMAN AND CEO (FUNDAMENTAL ADVISORS); CHAIRMAN AND CO-CEO (FCO) (+4 more)
SCARBROUGH FUSARIS DANA LEIGHMANAGING DIRECTOR; MANAGING DIRECTOR (FUNDAMENTAL ADVISORS)
JACOBS MICHAEL MOSHECFO AND CCO (FUNDAMENTAL ADVISORS AND FCO); CFO, COO; CFO, COO (FUNDAMENTAL ADVISORS) (+2 more)
VINCI JUSTIN MICHAELCCO, CONTROLLER; CHIEF FINANCIAL OFFICER; CHIEF OPERATING OFFICER (+4 more)
HERSCH NATHAN JAYCCO, CHIEF ADMINISTRATIVE OFFICER (CAO) (FUNDAMENTAL ADVISORS AND FCO); CHIEF ADMINISTRATIVE OFFICER (CAO)
NEGRONI HECTOR EMILIOCO-CEO, CIO AND LIMITED PARTNER (FCO); CO-CEO, CIO (FCO); LIMITED PARTNER (FCO) (+1 more)
KAYLE BRUCE EVANGENERAL COUNSEL; GENERAL COUNSEL (FCO); GENERAL COUNSEL (FUNDAMENTAL ADVISORS) (+3 more)
STERN JON DMANAGING DIRECTOR; MANAGING DIRECTOR (FUNDAMENTAL ADVISORS); MANAGING DIRECTOR (FUNDAMENTAL ADVISORS AND FCO)
JACOBSEN ROBERT KEITHMANAGING DIRECTOR; MANAGING DIRECTOR (FUNDAMENTAL ADVISORS); MANAGING DIRECTOR (FUNDAMENTAL ADVISORS AND FCO)
HUFFMAN ROBYN ARLENECHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL; CHIEF COMPLIANCE OFFICER & SENIOR LEGAL ADVISOR
GARROD JUSTIN MATHEWDIRECTOR OF INVESTOR RELATIONS
LIN JENNIFER MICHELLECHIEF COMPLIANCE OFFICER
KEANE RYAN SMANAGING DIRECTOR
WEISS ROBERT LEONARDCHIEF FINANCIAL OFFICER
DOMIN MARKMANAGING DIRECTOR
HOPPER ROBERT JAMESMANAGING DIRECTOR

Private funds (7)

FundTypeFormedOwnersGross asset valueMin investment
FUNDAMENTAL PARTNERS IV LPHedge FundDelaware1,510$1.6B$10.0M
FUNDAMENTAL PARTNERS III LPHedge FundDelaware445$805.2M$10.0M
FP SOLAR CONSTRUCTION FINANCE LLCHedge FundDelaware17$756.4M
FUNDAMENTAL EMPIRE FUND LPHedge FundDelaware2$479.5M
FUNDAMENTAL PARTNERS V LPHedge FundDelaware188$282.5M$100K
FUNDAMENTAL PARTNERS V (OVERFLOW) LPHedge FundDelaware1$26.5M
FUNDAMENTAL 636 CHICAGO HOTEL LLCHedge FundDelaware4$533K

Branch offices (2)

CityStateEmployeesPhone
MANHATTAN BEACHCA9212-205-5000
MANHATTAN BEACHCA9212-205-5000

Fund service providers (2)

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