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 an SEC-registered investment adviser organized as an LLC that identifies itself as a real estate fund manager and capital allocator. The firm serves both individual/family and institutional clients and charges a mix of percentage-of-AUM, fixed, and performance-based fees. Its advisory remit spans direct portfolio management for individuals and small businesses, management of pooled investment vehicles, advisory services for businesses and institutions, pension consulting, and the selection of other managers. Argentarii also acts in roles tied to pooled-vehicle sponsorship and general partner/manager functions and operates as a financial product salesperson. The firm reports it is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities70%
- Cash & Cash Equivalents20%
- Public Funds/Mutual Funds8%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 6
John Morelock
PartnerCRD 6255949
Taylor Palmer
DirectorCRD 6337506
Brandon Hutchison
Founding PartnerCRD 5981636
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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