325 Fillmore LLC

Overview

325 Fillmore LLC is an institutional registered investment adviser organized as a limited liability company and registered with the SEC in 2017. The firm serves institutional clients and charges fees based on a percentage of assets under management. Ownership is reported as a mix of a domestic entity and an individual, and the firm classifies itself as an “other investment adviser” within industry affiliations. It reports that it is not an active ESG investor, is not a multi-state adviser, and does not operate as a pension consultant or capital allocator.

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Investments & Alternatives

Location & Offices