Platinum Management (Ny) LLC (New York)


Platinum Management (Ny) LLC is a large advisory firm based in New York. It manages $1.7 billion of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of New York.

Logo

Platinum Management (Ny) provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Platinum Management (Ny): assets under management

The assets under management (AUM) of Platinum Management (Ny) LLC is $1.7 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1379% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.7 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $121.48 million each.
Platinum Management (Ny) has custody of $752.92 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Platinum Management (Ny) LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Platinum Management (Ny) LLC

Platinum Management (Ny) LLC is owned by Mark A Nordlicht. Uri David Landesman has been acting as President since 1 Apr 2010. Joseph Sanfilippo joined the executive team most recently as the Chief Financial Officer (All Advisers).

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Mark A Nordlicht Owner, co-cio - platinum management (ny) llc,platinum credit management lp, platinum liquid opportunity management (ny) llc 1 Jan 2002 Other 3044897
Joan Janczewski Coo 1 Nov 2004 Other 5087223
Joseph Sanfilippo Chief financial officer 1 Feb 2005 Other 5801640
Platinum Credit Management Llc General partner - platinum credit management lp 1 Sep 2005 Other 02-0751062
Llc Platinum Credit Management General partner - platinum credit management l.p. 1 Sep 2005 Other foreign entity
Platinum Credit Management Lp General partner - platinum credit management l.p. 1 Sep 2005 Other 158359
Harry Adler Cco 1 Jan 2006 Other 5087220
Steve Chang Chief risk officer 1 Jun 2006 Other 5801632
Oliver Jimenez Chief compliance officer 1 Jan 2007 Other 2478769
Paul Anthony Poteat Chief technology officer (all advisers) 1 Jun 2007 Other 3255219
Gilad Kalter Owner platinum mgmt (ny) llc,platinum credit mgmt lp, platinum liquid opportunity mgmt (ny) llc, bayberry cf mgmt llc 1 Jun 2007 Other 6002996
Brian Jedwab Owner and cio of bayberry cf management llc 1 Jun 2007 25% - 50% 6016668
Naftali Manela Chief operating officer (all advisers) 1 Feb 2008 Other 6003050
Mark Nordlicht Grantor Trust Owner - platinum management (ny) llc,platinum credit management lp, platinum liquid opportunity management (ny) llc 1 Mar 2009 50% - 75% xxx-xx-xxxx
Mark Nordlicht Grantor Trust Ii Owner - platinum credit management lp 1 Mar 2009 50% - 75% xxx-xx-xxxx
Joel Edelstein Director of operations - platinum credit management l.p. 1 Dec 2009 Other 6003082
Uri David Landesman President 1 Apr 2010 Other 1470685
Brian Jedwab Grantor Trust Owner - bayberry cf management llc 1 Oct 2010 50% - 75% xxx-xx-xxxx
Gilad Kalter Chief operating officer - bayberry cf management llc 1 Oct 2010 Other 6002996
Naftali Manela Chief financial officer - bayberry cf management llc 1 Oct 2010 Other 6003050
Mark A Nordlicht Principal, chief investment officer - platinum credit management l.p. 1 Dec 2010 Other 3044897
Mark Nordlicht Grantor Trust Ii Owner - platinum credit management l.p. 1 Dec 2010 50% - 75% xxx-xx-xxxx
Mark A Nordlicht Chief investment officer - pro player management llc 1 May 2011 Other 3044897
Uri David Landesman Principal - pro player management llc 1 May 2011 Other 1470685
Gilad Kalter Principal and coo - pro player management llc 1 May 2011 Other 6002996
Brian Jedwab Managing director - pro player management llc 1 May 2011 Other 6016668
Mark Nordlicht Grantor Trust Iii Owner - pro player management llc 1 May 2011 25% - 50% xxx-xx-xxxx
Sollertis Llc Owner - pro player management llc 1 May 2011 Other 45-2503272
Joel Edelstein Director of operations - pro player management llc 1 May 2011 Other 6003082
Naftali Manela Chief financial officer - pro player management llc 1 May 2011 Other 6003050
"Stewart" (Hokyong) Kim Chief risk officer - platinum management (ny) llc 1 May 2012 Other 5801632
Will Whelan Slota Chief operations officer - platinum management (ny) llc 1 Jan 2013 Other 3112977
David Levy Grantor Trust 3 Owner - ppbe management llc 1 Apr 2013 50% - 75% 466728835
David Isaiah Levy Trustee - david levy grantor trust 3 1 Apr 2013 Other 6317184
Mark A Nordlicht Owner/managing member - ppbe management llc 1 Apr 2013 25% - 50% 3044897
Gilad Kalter Chief operations officer - ppbe management llc 1 Apr 2013 Other 6002996
Naftali Manela Chief financial officer - ppbe management llc 1 Apr 2013 Other 6003050
Bernard Fuchs Owner - platinum management (ny) llc,platinum credit management lp, platinum liquid opportunity management (ny) llc 1 Jan 2014 Other 1393663
Daniel J Saks Co chief investment officer - all funds 1 Mar 2014 Other 3044887
David Ottensoser Chief compliance officer (all advisers) 1 Dec 2014 Other 1553266
David Isaiah Levy Owner & co-cio platinum mgmt (ny) llc,platinum credit mgmt lp, platinum liquid opportunity mgmt (ny) llc 1 Jan 2015 Other 6317184
Daniel Mandelbaum Chief financial officer (all advisers) 1 Jan 2015 Other 5046239
Feng Shi Chief risk officer (all advisers) 1 Feb 2015 Other 5977315
Isaac Yitzchok Barber Manging member of marbridge management ii llc 1 Mar 2015 75% - 100% 4025708
Suzanne Leigh Horowitz Chief legal officer (all advisers) 1 Jun 2015 Other 6272661
Joseph Sanfilippo Chief financial officer (all advisers) 1 Oct 2015 Other 5801640

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Mark A Nordlicht Trustee 1 Mar 2009 Other 3044897
Brian Jedwab Trustee 1 Oct 2010 Other 6016668
Mark A Nordlicht Owner 1 Jan 2011 75% - 100% 3044897
Praxy Llc Owner of sollertis llc 1 May 2011 75% - 100% foreign entity

Based in New York

The principal office where Platinum Management (Ny) LLC performs its advisory services is located at 250 West 55 Th Street, New York, NY 10019 7599, 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 212-582-2222 or by fax 212-582-2424. The normal business hours are 8:30 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at platinumlp.com/.