PPrivate Fund Data Log in Join · $37/mo

Poetic Group LLC

● SEC registered since 2019CRD 293886SEC# 801-117375New Rochelle, NY
Export (members)
Ranks #3,329 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$604.5M
Fund GAV
$564M
Private funds
4
Employees
9
Accounts
10
Location
New Rochelle, NY

Poetic Group LLC assets under management

Poetic Group LLC operates as an SEC-registered investment adviser based in New Rochelle, NY. The firm has been registered since 2019. It reports $604.5 million in regulatory assets under management and employs 9 people. Poetic Group LLC manages 4 private funds with combined gross assets of $564 million, including Poetic Holdings IX LP. By regulatory assets, it ranks 3,329 of 5,911 private fund managers.

Poetic Group LLC private funds

4 funds · $564M GAV
FundTypeGross assetsMin.
Poetic Holdings IX LPHedge$357.2M$1M
Poetic Opportunities Fund X LPHedge$153.3M$1M
Poetic Holdings 8 LPHedge$53.5M
See all 4 funds — unlock the full record.
Join to unlock · $37/mo

Poetic Group LLC owners & executives

10 reported
NameTitleOwnershipSince
10northeast II LLC ControlMember25-50%2018
Adam Nathaniel Berkowitz ControlChairman Of The BoardUnder 5%2022
Daniel Chenyang Li ControlPortfolio ManagerUnder 5%2020
See all 10 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Poetic Group LLC manage?

Poetic Group LLC reports $604.5 million in regulatory assets under management on its Form ADV.

How many private funds does Poetic Group LLC manage?

Poetic Group LLC manages 4 private funds with combined gross assets of $564 million.

How many employees does Poetic Group LLC have?

Poetic Group LLC reports 9 employees.

Where is Poetic Group LLC located?

Poetic Group LLC is based in New Rochelle, NY and has been SEC-registered since 2019.

Does Poetic Group LLC disclose fund performance?

Poetic Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address173 Huguenot Street, Suite 200, New Rochelle, NY 10801
Phone646-793-4551
Office hours9a.m.-5p.m.
SEC regionNew York Regional Office (NYRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Assets under management

Discretionary$596.7M
Non-discretionary$7.8M
Total (RAUM)$604.5M

Service providers