Teza Capital Management LLC is a large advisory firm based in Chicago. It manages $824.58 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Texas.
Teza Capital Management 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.
The assets under management (AUM) of Teza Capital Management LLC is $824.58 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 3185% since the beginning of its operation, and $640.91 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Teza Capital Management LLC 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.
The only and largest group of clients of Teza Capital Management is pooled investment vehicles with 4 clients and $824.58 million of assets under management. Among the 13 most similar advisory firms, Teza Capital Management has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $824.58 million for 4 clients. 75% of the firm’s clients are foreign persons or businesses.
Teza Capital Management also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $5,000,000.
The company employs 52 people that are either part- or full-time employees. 46 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.
Jonah Orion Roth joined the executive team most recently as the General Counsel & Chief Compliance Officer.
The principal office where Teza Capital Management LLC performs its advisory services is located at 150 North Michigan Avenue, Chicago, IL 60601, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312-768-1650 or by fax 312-768-1699. The normal business hours are 8:30am - 6:00pm (monday - friday) on Monday - Friday.