Interval Partners, LP (New York)

Interval Partners, LP is a large advisory firm based in New York. It manages $3.43 billion of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of New York.

Interval Partners 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.

Interval Partners: assets under management

The assets under management (AUM) of Interval Partners, LP is $3.43 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 2% since the beginning of its operation, and $2.73 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $3.43 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $190.31 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Interval Partners, LP 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 Interval Partners serves?

The only and largest group of clients of Interval Partners is pooled investment vehicles with 14 clients and $3.43 billion of assets under management. Among the 10 most similar advisory firms, Interval Partners has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $3.43 billion for 14 clients. 50% of the firm’s clients are foreign persons or businesses.

Interval Partners also advises several private funds. Namely, three hedge funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $5,000,000.

Careers at Interval Partners, LP

The company employs 19 people that are either part- or full-time employees. 58 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Connor L Mclaughlin	Limited partner of the registrant	1 Feb 2012	25% - 50%	2759955
Gregg Alan Moskowitz	Limited partner of the registrant	1 Feb 2012	25% - 50%	4627217
Raymond Peter Fernandez	Chief operating officer, chief compliance officer, and limited partner of the registrant	1 Feb 2012	Other	2963857
David Howard Katz	Chief financial officer	1 Mar 2014	Other	5117863
Anil Christopher Stevens	Limited partner of the registrant	1 Apr 2014	Other	2591653
Llc Interval Partners (Gp)	General partner of the registrant	1 Feb 2015	Other	47-3393991
Susan Yeh	Chief financial officer	1 Mar 2019	Other	4229256

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Connor L Mclaughlin	Member	1 Feb 2015	25% - 50%	2759955
Gregg Alan Moskowitz	Member	1 Feb 2015	25% - 50%	4627217
Raymond Peter Fernandez	Member	1 Feb 2015	Other	2963857
Anil Christopher Stevens	Member	1 Feb 2015	Other	2591653

Based in New York

The principal office where Interval Partners, LP performs its advisory services is located at 575 Lexington Avenue, New York, NY 10022, 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 646-412-6803 or by fax 646-412-6848. The normal business hours are 9 am - 5 pm on Monday - Friday.