The SAFANAD GROUP is a privately held investment adviser that advises $968.14mn in regulatory assets under management held in 2 SEC fund types across 3 investment strategies. SAFANAD GROUP is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets decreased by 36.87% over the last 5-years.
The Group has been registered with the SEC for 11.99 years and is comprised of 2 filing and 8 relying advisers. They operate out of 2 office locations with their Headquarters at 505 5TH AVENUE 24TH FLOOR, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 41 employees comprised of 18 investment and 23 non-investment staff. The total number of Employees increased by 57.69% over the last 5-years.
Their $968.14mn in assets advised are owned by 45 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $968.14mn or 100% of Total Assets.
The Group's top investment strategies include Traditional LBO, Infrastructure and Real Estate, representing 45.19%, 37.66% and 17.15% of total assets, respectively.
They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
SAFANAD GROUP names 1 sub-adviser FORMATION CAPITAL to 1 different fund advised by the group. The Group has been named as the sub-adviser to 0 funds.