Q
Quanta CRM
Signed in as
PS
Priya Shah
user

Ariadne Macro FundActiveApproved

client · institution · Cayman Islands · Owner: Priya Shah

Back to parties
Overview
Tags
fundmacro
Asset classes
EquitiesDerivativesCommodities
Notes
Flagship macro fund. Quarterly review cycle.
Created
Jun 18, 2026
Updated
Jun 18, 2026
Contacts
  • Lin ChengPrimary
    CIO · lin@ariadne.example · +1 212 555 0144
  • Daniel Ortiz
    Head of Ops · daniel@ariadne.example
Activity timeline
AllCallsMeetingsEmailsNotes
Pinned
  • meeting
    Quarterly review with Lin and Daniel. Asked about expanded crypto mandate.
    Priya Shah · 2mo ago · Jun 15, 2026, 08:40 AM
  • call
    Follow-up call on derivatives line. Sent ISDA draft.
    Priya Shah · 2mo ago · Jun 17, 2026, 08:40 AM
Opportunities
  • Active
    $25,000,000
    Existing client expansion · Next: Confirm Q2 allocation
Tasks
  • Send updated derivatives term sheet
    Due Jun 20, 2026 · Priya Shah
    Overdue
Relationship status
KYC / Compliance
CurrentApproved
Checklist progress5 of 5 complete
Accounts
  • QC-INST-00428
    Manual
    $124,500,000
    Equities$62,000,000
    Derivatives$28,500,000
    Commodities$34,000,000
    Last updated by Priya Shah · 2mo ago
Audit history
  • status change
    Priya Shah · 1mo ago
  • create
    Priya Shah · 1mo ago