Fundamental Advisors LP

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Key Facts

Websitehttp://www.fundamentaladvisorslp.com/
HeadquartersNew York, NY
Employees33
AUM$3.1 billion
AUM as ofMay 17, 2017
Clients16

Overview

Fundamental Advisors LP is a hedge fund based in New York, NY. It was founded in 03/2012. They hold $3.1 billion in assets under management as of May 17, 2017. Read their Plain English Brochure.

Sub Funds and Performance

NameAUM (bn) Type Min Investment Num Clients Internal $ % Fund of Funds $ % Prime Brokers
Fco Special Opportunities (A1) LP 0.635 hedge fund 5,000,000 2 1.0 Merrill, Pershing LLC
Fco Special Opportunities (D1) LP 0.239 hedge fund 50,000,000 2 1.0 Merrill, Pershing LLC
Fco Special Opportunities (E1) LLC 0.175 hedge fund 50,000,000 13 100.0 Merrill, Pershing LLC
Fco Special Opportunities (G1) LP 0 hedge fund 0 Pershing LLC
Fundamental 636 Chicago Hotel LLC 0.020 private equity fund 0 4
Fundamental Credit Opportunities Master Fund LP 0.402 hedge fund 5,000,000 286 1.0 18.0 Merrill, Pershing LLC
Fundamental Partners (Tax Exempt) LP 0.004 private equity fund 0 5 1.0
Fundamental Partners II LP 0.582 private equity fund 0 41 8.0 1.0 Merrill, Pershing LLC
Fundamental Partners III LP 0.570 private equity fund 10,000,000 64 2.0 13.0 Merrill, Pershing LLC
Fundamental Partners LP 0.061 private equity fund 0 49 1.0 31.0

Key People

NameTitlePositionOwnership
Laurence GottliebNone Indirect Owner> 75%
Laurence GottliebNone Indirect Owner50-75%
Laurence GottliebNone Indirect Owner> 75%
Laurence GottliebChairman And Co-Ceo (Fco) Owner or OfficerNone
Laurence GottliebChairman And Ceo (Fundamental Advisors) Owner or OfficerNone
Robyn HuffmanChief Compliance Officer And General Counsel Owner or OfficerNone
Robert JacobsenManaging Director (Fundamental Advisors) Owner or OfficerNone
Bruce KayleSenior Advisor (Fundamental Advisors And Fco) Owner or OfficerNone
Hector NegroniNone Indirect Owner50-75%
Hector NegroniCo-Ceo, Cio And Limited Partner (Fco) Owner or Officer25 to 50%
Dana Scarbrough FusarisManaging Director (Fundamental Advisors) Owner or OfficerNone
Jon SternManaging Director (Fundamental Advisors) Owner or OfficerNone
Justin VinciChief Financial Officer Owner or OfficerNone