Audent Global Asset Management

Private Investment Firm California, United States ·Founded 2020

Overview

Audent Global Asset Management is a full-service investment boutique focused on tailoring portfolios to align with clients' individual goals for capital preservation, income, and growth. Their clients range from successful individuals at the beginning of their wealth accumulation cycle to established family offices pursuing multiple investment objectives. The firm initiates every relationship with a focus on financial planning, considering the full financial picture to help clients articulate their needs and goals, while revealing the financial behavior behind decision-making. The firm's approach to active investment management differs from traditional models. They believe each investor deserves a fresh look at the market, moving away from the traditional course of creating an asset allocation limited to what the firm can sell, outsourcing to different managers, and meeting quarterly to see how the portfolio is doing. Instead, Audent Global Asset Management offers customized portfolios designed to each investor's needs for cash flow, time frame, and tax circumstances. They employ an internally developed and managed derivatives strategy to hedge investments and provide alternative investment options, such as credit, real estate, and other investments not correlated to the equity and fixed income markets. Audent Global Asset Management's investment philosophy is grounded in a collaborative team-based approach that leverages long-term fundamental value investing and multiple diversified strategies in seeking to meet clients' objectives. They are constantly monitoring market movements and identifying dislocations to create opportunities or trades that will either drive cash flow, create better entry points into stocks they want to own, or enhance the total return of the portfolio. Their active investment management business was founded to help develop holistic financial plans to inform a goals-based investment strategy, tailoring portfolios that minimize risk, are tax efficient, and can be actively managed for success.

Investment Focus

  • Accredited investors only

Portfolio Companies

Ryff

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Frequently asked questions about Audent Global Asset Management

What sectors does Audent Global Asset Management invest in?

Audent Global Asset Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in California, United States. Audent Global Asset Management is listed as a private investment firm in the ConnectSafely investor database.

What stage does Audent Global Asset Management invest at?

Audent Global Asset Management backs companies at Early Stage, Growth, Late Stage, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.

Which regions does Audent Global Asset Management invest in?

Audent Global Asset Management invests across United States.

Who are the partners at Audent Global Asset Management?

Team members listed for Audent Global Asset Management include Paul Feinstein (Founder and Chief Executive Officer) and Matt Hughes (Chief Operating Officer).

What companies has Audent Global Asset Management invested in?

Audent Global Asset Management's portfolio includes Ryff.

How do I contact Audent Global Asset Management?

Audent Global Asset Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.

Last updated · Source: ConnectSafely investor database