Business Details
Your Trusted Investment Advisers in Rye, NY
Atrevida Partners is a private asset management firm dedicated to preserving and enhancing client wealth through strategic alternative investments. With decades of combined experience in capital markets, our team specializes in risk management and multi-strategy fund management. We prioritize long-term relationships with skilled managers, creating diversified portfolios that adapt to changing market conditions. Our investment philosophy emphasizes disciplined manager selection, rigorous monitoring, and tactical portfolio construction to mitigate volatility. We maintain managed-growth principles to ensure flexibility in allocating capital across diverse strategies and market opportunities.Our principals have significant personal investments in the firm, aligning our interests with those of our clients. Backed by a history of consistent performance since inception, we remain committed to transparency, integrity, and delivering returns less correlated to traditional asset classes. Our team combines deep industry expertise with operational governance to provide institutional-quality investment solutions tailored to individual client needs.
Services
Alternative Investments
Portfolio Management
Risk Management
Multi-Strategy Funds
Opportunity Funds
Highlights and features
- We implement a disciplined multi-strategy investment approach
- Our team has decades of capital markets experience
- We maintain rigorous manager selection and monitoring processes
- Our principals have significant personal investments in the firm
- We deliver returns less correlated to traditional asset classes
Services
Alternative Investments
Our alternative investment strategies focus on non-traditional assets that offer diversification benefits. We utilize multi-strategy funds and concentrated opportunity funds to generate returns with lower correlation to conventional markets. Our approach combines rigorous manager selection with active risk management to capitalize on asymmetric return opportunities while maintaining capital preservation as a priority.
Portfolio Management
We provide comprehensive portfolio management through diversified allocations across multiple strategies. Our process emphasizes bottom-up manager selection, continuous performance monitoring, and tactical adjustments to changing market conditions. By maintaining cash reserves and avoiding rigid sector constraints, we can capitalize on time-sensitive opportunities while maintaining disciplined risk parameters aligned with client objectives.
Risk Management
Our risk management framework integrates fundamental analysis with quantitative monitoring. We assess manager performance against stated strategies, track style drift, and evaluate capacity constraints that could impact returns. Through regular due diligence and scenario analysis, we identify potential risks before they affect portfolio performance, maintaining our commitment to capital preservation in volatile markets.
Multi-Strategy Funds
Our multi-strategy funds combine complementary investment approaches to achieve consistent returns. By allocating across uncorrelated strategies with varying risk profiles, we create balanced portfolios that adapt to changing market environments. This approach allows us to maintain flexibility in capital allocation while pursuing opportunities across different asset classes and geographic regions.
Opportunity Funds
We offer opportunity funds focused on high-conviction strategies when market conditions present compelling asymmetric return potential. These concentrated funds target specific market inefficiencies through specialized managers with proven expertise. Our disciplined approach ensures these investments maintain appropriate risk parameters while pursuing enhanced returns through targeted market exposure.
People
Duncan P. Hennes
Managing Member, CIO
Co-founder and CIO with 30+ years in financial services. Former CEO of Soros Fund Management and executive at Bankers Trust. Certified Public Accountant with Wharton degrees. Serves on boards of Citigroup and Standard & Poor's.
Marc P. Sussman
Portfolio Manager
Portfolio Manager with extensive fixed income and arbitrage experience. Former partner at PFG Advisors and portfolio manager at Soros Fund Management. Holds BS from Pennsylvania State University.
Lucien D. Burnett
Business Strategy
Business strategy lead with experience at Saguenay Strathmore Capital and AIG Financial Products. Morehead Scholar graduate from University of North Carolina with economics degree.
Marion S. Robinson
Operational Governance
Operational governance expert with executive roles at Nomura and Deutsche Bank. Holds degrees from Wellesley College and Stanford University in economics and finance.
Samuel L. Jacob
Business Development
Business development executive with experience at Emigrant Savings Bank and JP Morgan. Certified Public Accountant with Wharton degrees in economics and accounting.
Questions
What investment strategies does Atrevida Partners use?
We employ multi-strategy funds and concentrated opportunity funds focused on alternative investments with lower correlation to traditional assets.
How does Atrevida manage investment risk?
We use rigorous manager selection, continuous performance monitoring, and tactical portfolio adjustments to mitigate market volatility and preserve capital.
What makes Atrevida Partners different from other firms?
Our approach combines decades of experience, principal-led investment philosophy, and flexible capital allocation across diverse strategies and managers.
Who manages client investments at Atrevida?
Experienced professionals with backgrounds at major financial institutions oversee investments, supported by a team with extensive industry expertise.
How are investment decisions made?
Decisions combine fundamental analysis, quantitative monitoring, and market opportunity assessment through bottom-up manager selection and strategic allocation.
