724 Asset Management, LLC

RIASEC RegisteredEst. 2022
Total AUM
$213M
Discretionary
$213M
100% of AUM
Avg account
$149K
Accounts
1,435
Employees
2
Advisory reps
1

Firm details

Headquarters
,
CRD number
318169
Registered since
January 21, 2022
Website
724cap.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • Other Investment Advisers100%
Services
Portfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

724 Asset Management, LLC is a limited liability company registered with the SEC in 2022 that operates as an institutional RIA and capital allocator for business- and institution-type clients. 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 primary advisory activities. It does not identify as an active ESG investor, is not a multi-state adviser, and does not provide pension consulting services. The firm’s model emphasizes delegating to external managers: it acts as a selector of third-party advisers rather than as a single-manager retail platform. That positioning points to a focus on constructing multi-manager exposures and allocating capital across external funds and placements tailored to institutional mandates.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 58%, Exchange Traded Equities 24%, Cash & Cash Equivalents 10%, Other 8%58%
  • Public Funds/Mutual Funds58%
  • Exchange Traded Equities24%
  • Cash & Cash Equivalents10%
  • Other8%

Contacts

1 of 1
  • Robert Dearman

    Financial Advisor and Registered RepresentativeCRD 5734520

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth