Alexandra Investment Management, LLC (New York)

Name: Alexandra Investment Management, LLC
Address: 767 Third Avenue, New York, NY, 10017
Telephone: 212-301-1800

Alexandra Investment Management, LLC is a large advisory firm based in New York. It manages $313 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2005.

Alexandra Investment Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Alexandra Investment Management: assets under management

The assets under management (AUM) of Alexandra Investment Management, LLC is $313 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -75% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $313 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $78.25 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Alexandra Investment Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. 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 Alexandra Investment Management, LLC

Mikhail Filimonov has been acting as President since 1 Jan 1993. Oleg Yuriy Movchan joined the executive team most recently as the Chief Risk Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mikhail Filimonov	Managing member/chairman/chief executive officer/chief investment officer	1 Jan 1993	25% - 50%	1259694
Dimitri Sogoloff	Managing member/president/chief risk officer	1 Jan 1993	25% - 50%	1559352
Vadim Iosilevich	Managing member/executive vice president/head of trading	1 Dec 1997	Other	5070565
Gena Rena Lovett	Managing member/chief operating officer/secretary	1 Dec 1999	Other	1786143
Esq. Mark A. Polemeni	Chief legal officer/chief compliance officer	1 Apr 2005	Other	5070584
John Joseph Hock	Managing member/president	1 May 2007	Other	1328058
Oleg Yuriy Movchan	Chief risk officer	1 Apr 2008	Other	5655622

Based in New York

The principal office where Alexandra Investment Management, LLC performs its advisory services is located at 767 Third Avenue, New York, NY 10017, 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 212-301-1800 or by fax 212-301-1810. The normal business hours are 9:00am-6:00pm (est) on Monday - Friday. You can find more information about the New York firm at www.alexandra.net.