ACHIEVE ATM FUND MGR, LLC

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

Firm details

Headquarters
AUSTIN, Texas
CRD number
324456

Firm profile

FINTRX

Overview

Achieve Atm Fund Mgr, LLC is a limited liability company organized as an individually owned manager that appears to operate primarily as a sponsor and general partner of pooled vehicles rather than as a traditional registered adviser serving retail or institutional advisory clients. The firm is classified as "Unclassified" in the snapshot data and is not identified as a multi-state or pension consultant adviser. It is not flagged as an active ESG investor and does not report being a capital allocator; filing and registration details are limited (SEC registration year is unknown). The firm's disclosed activities emphasize sponsor roles: it acts as sponsor of limited partnerships (excluding pooled investment vehicles) and as sponsor, general partner, and managing member of pooled investment vehicles. That operational profile aligns with a manager focused on establishing and running closed-end private funds rather than offering ongoing open-architecture advisory services.

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