Argentarii, LLC
Firm details
- Headquarters
- Cincinnati, Ohio
- CRD number
- 332112
- Registered since
- July 16, 2024
- Custodians
- GOLDMAN SACHS & CO. LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI94.33%
- Pooled Investment Vehicles4.84%
- Individuals0.83%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Argentarii, LLC is organized as an LLC and registers with the SEC (registered in 2024). The firm is classified as a real estate fund manager and acts as a capital allocator across both individual/family and institutional clients. Its business mix includes advisory mandates for individuals, small businesses, pooled investment vehicles and institutional clients; it also provides pension consulting support and selects other advisers. The firm engages in other financial product distribution activities and serves as a sponsor and managing member for pooled vehicles. Fee arrangements include AUM-based fees, fixed fees and performance-based structures. Argentarii does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Cash & Cash Equivalents17%
- Public Funds/Mutual Funds12%
- Other3%
- State & Local Bonds1%
Contacts
3 of 5
Brandon Hutchison
Founding PartnerCRD 5981636
Ryan Murray
Founding PartnerCRD 6131580
Taylor Palmer
DirectorCRD 6337506
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$42.7M in ETFs
97%
$41.4M
2%
$1.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES GOLD TRUST (IAU) | BlackRock | Passive | Commodities Focused | $7.2M | 87,728 | 16.88% |
Location
Cincinnati, OH
Hamilton
Location
Cincinnati, OH
Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 3825 Edwards Rd
- Time zone
- ET (UTC-5)
- Office locations
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