724 Asset Management, LLC

Overview

724 Asset Management, LLC is a small, SEC-registered investment adviser that positions itself as a capital allocator for institutional clients. Organized as an LLC and registered in 2022, the firm charges fees as a percentage of assets under management and lists portfolio management for businesses or institutions and the selection of other advisers among its core advisory activities. It identifies as a domestic entity owned by an individual and does not describe itself as an active ESG investor or a multi-state adviser. The firm functions more as an allocator and manager-of-managers than as a single-strategy boutique: its stated business activities include hiring external managers and constructing institutional portfolios rather than concentrating exclusively on in-house proprietary strategies. Industry affiliations noted in filings include relationships with another investment adviser and with an insurance company, which may reflect referral or sub-advisory arrangements.

Assets & Accounts

Investments & Alternatives