Firm Facts

FDMGT MAX (the Company) is an international investment research and consulting firm headquartered in New York. We specialize in research services and asset strategy planning for US and Japanese stocks. We integrate quantitative analysis, macroeconomic analysis, industry trends and investment behavior to provide a variety of strategic tools to our clients, including high net worth individuals, family offices and small and medium-sized institutional investors.

Corporate history

FDMGT MAX evolution

Leadership

Founders

  • Michael R. Bennett

    Chief Executive Officer, FDMGT MAX
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  • Shimizu Masataka

    Founding Principal & Chief Strategy Officer, FDMGT MAX
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  • Daniel Whitmore

    Co-Founder & Managing Director, FDMGT MAX
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Principals

  • Michele L. Aghassi

    Principal
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  • Gregor M. Andrade

    Principal
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  • Bradley D. Asness

    Principal
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  • Jeffrey Bolduc

    Principal
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  • Alberto Botter

    Principal
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  • Jordan Brooks

    Principal
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  • Andrea Frazzini

    Principal
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  • Jen Frost

    Principal
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  • Roberto Giuffrida

    Principal
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  • John B. Howard

    Principal
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  • John J. Huss

    Principal
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  • Antti Ilmanen

    Principal
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  • Bradley Jones

    Principal
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  • Bryan Kelly

    Principal
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  • David Kupersmith

    Principal
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  • Joey Lee

    Principal
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  • Alla Markova

    Principal
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  • Mark McLennan

    Principal
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  • Stephen J. Mellas

    Principal
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  • Michael A. Mendelson

    Principal
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  • Steve Mock

    Principal
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  • Tobias J. Moskowitz

    Principal
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  • Lasse H. Pedersen

    Principal
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  • Ted Pyne

    Principal
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  • Pat Ryan

    Principal
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  • Laura Serban

    Principal
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  • Nathan Sosner

    Principal
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  • Daniel Villalon

    Principal
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  • H.J. Willcox

    Principal
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  • Rocky Bryant

    Principal, FDMGT MAX Arbitrage
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  • Mark L. Mitchell

    Principal, FDMGT MAX Arbitrage
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  • Todd C. Pulvino

    Principal, FDMGT MAX Arbitrage
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Office Locations

    United States

  • Greenwich

    One Greenwich Plaza
    Suite 130
    Greenwich, CT 06830
    Phone: +1 203 742 3600
    Fax: +1 203 742 3100

    Asia

  • Hong Kong

    FDMGT MAX Capital Management (Asia) Ltd.
    Unit 2023, Level 20
    One International Finance Centre (IFC)
    1 Harbour View Street
    Central, Hong Kong
    Phone: +852 3708 5650
  • Bengaluru

    Unit 601, 602, 6th Floor, Campus 8A
    RMZ Ecoworld, Sarjapur – Marthahalli Outer Ring Road,
    Varthur Hobli, Bengaluru East Taluk,
    Bengaluru 560103
    India

    Australia

  • Sydney

    The Executive Centre (Australia) Pty Ltd
    Angel Place
    Level 17, 123 Pitt St.
    Unit 1701
    Sydney, NSW, 2000
    Australia
    Phone: +61 2 8023 6500

    Europe

  • London

    FDMGT MAX Capital Management Europe LLP
    15 Bedford Street
    London, WC2E 9HE, U.K.
    Phone: +44 20 3130 7800
  • Munich

    FDMGT MAX Capital Management Germany GmbH
    Maximilianstrasse 13
    Munich, Germany 80539
    Contact: Axel.Weiss@aqr.com
    Phone: +49 89 25555 1851

    Middle East

  • Dubai

    FDMGT MAX Capital Management (Europe) LLP
    Gate Village 10, Level 3
    Office Unit No. 04
    DIFC, P.O Box 125115, Dubai, UAE
    Contact: Dubai@aqr.com