POET ADVISORS LLC
CRD #161052 SEC #802-127091 NEW ROCHELLE, NY 646-793-4551
State Registered Exempt Reporting Private Funds
Total AUM
$129.5M
Discretionary
$129.5M
Employees
6
Clients
--
Accounts
7
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERKOWITZ, ERIC, ZACAHARY | I | MEMBER | NA | |
| BERKOWITZ, ERIC, ZACAHARY | I | MEMBER | NA | |
| BERKOWITZ, ERIC, ZACAHARY | I | MEMBER | NA | |
| BERKOWITZ, ERIC, ZACAHARY | I | MEMBER | NA | |
| BERKOWITZ, ERIC, ZACAHARY | I | MEMBER | NA | |
| BERKOWITZ, ERIC, ZACAHARY | I | MEMBER | NA | |
| BERKOWITZ, ERIC, ZACAHARY | I | MEMBER | NA | |
| BERKOWITZ, ERIC, ZACHARY | I | MEMBER | NA | |
| ERIC, BERKOWITZ ZACHARY | I | MEMBER | NA | |
| Sandler, David | I | CHIEF COMPLIANCE OFFICER | NA | |
| Sandler, David | I | CHIEF COMPLIANCE OFFICER | NA | |
| Sandler, David | I | CHIEF COMPLIANCE OFFICER | NA | |
| Sandler, David | I | CHIEF COMPLIANCE OFFICER AND CONTROLLER | NA | Control |
| Sandler, David | I | CHIEF COMPLIANCE OFFICER AND CONTROLLER | NA | Control |
| Sandler, David | I | CHIEF COMPLIANCE OFFICER AND CONTROLLER | NA | Control |
| BERKOWITZ, ADAM NATHANIEL | I | MANAGING MEMBER | E | Control |
| BERKOWITZ, ADAM, NATHANIEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERKOWITZ, ADAM, NATHANIEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERKOWITZ, ADAM, NATHANIEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERKOWITZ, ADAM, NATHANIEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERKOWITZ, ADAM, NATHANIEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERKOWITZ, ADAM, NATHANIEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERKOWITZ, ADAM, NATHANIEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERKOWITZ, ADAM, NATHANIEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERKOWITZ, ADAM, NATHANIEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERKOWITZ, ADAM, NATHANIEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERKOWITZ, ADAM, NATHANIEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERKOWITZ, ADAM, NATHANIEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERKOWITZ, ADAM, NATHANIEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERKOWITZ, ADAM, NATHANIEL | I | MANAGING MEMBER | E | Control |
| BERKOWITZ, ADAM, NATHANIEL | I | MANAGING MEMBER | E | Control |
| BERKOWITZ, ADAM, NATHANIEL | I | MANAGING MEMBER | E | Control |
| BERKOWITZ, ADAM, NATHANIEL | I | MANAGING MEMBER | E | Control |
| BERKOWITZ, ADAM, NATHANIEL | I | MANAGING MEMBER | E | Control |
| BERKOWITZ, ADAM, NATHANIEL | I | MANAGING MEMBER | E | Control |
| BERKOWITZ, ADAM, NATHANIEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERKOWITZ, ADAM, NATHANIEL | I | MANAGING MEMBER | E | Control |
| BERKOWITZ, ADAM, NATHANIEL | I | MANAGING MEMBER | E | Control |
| BERKOWITZ, ADAM, NATHANIEL | I | MANAGING MEMBER | E | Control |
| BERKOWITZ, ADAM, NATHANIEL | I | MANAGING MEMBER | E | Control |
| BERKOWITZ, ADAM, NATHANIEL | I | MANAGING MEMBER | E | Control |
Registrations
Federal
ERA
Mar 26, 2025 REGISTERED
Notice Filings (2)
CA NY
Address
173 HUGUENOT STREETSUITE 200
NEW ROCHELLE, NY 10801
United States
Phone: 646-793-4551