ACHIEVE ATM FUND II MGR

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
329153

Firm profile

FINTRX

Overview

Achieve Atm Fund II Mgr is a limited liability company that operates as a small, owner-run investment sponsor and manager. The firm’s public filings classify it as unclassified and identify its principal activities as serving as sponsor, general partner and managing member of pooled investment vehicles, and acting as a real estate broker. It does not register as a multi-state adviser, is not flagged as an active ESG investor, and does not present itself as a broad capital allocator to retail accounts. The firm’s activity is focused on sponsoring and organizing private investment vehicles rather than providing scale advisory services to a broad base of individual clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

1 of 1
  • James Kandasamy

    Co-Founder & CEOCRD 7678776

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
13018 Research Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth