ATTINGER, LLC

RIASEC RegisteredEst. 2020
Total AUM
$395M
Discretionary
$391M
99% of AUM
Avg account
$49.3M
Accounts
8
Employees
4
Advisory reps
2

Firm details

Headquarters
PHILADELPHIA, Pennsylvania
CRD number
311772
Registered since
December 16, 2020
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles99.21%
  • HNWI0.79%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Attinger, LLC operates as an independent registered investment adviser and capital allocator focused on pooled investment vehicles and private fund activity. The firm acts in multiple roles: sponsor, general partner, and managing member of pooled vehicles, and it also carries CPO/CTA responsibilities. Its client base is institutional, and its advisory work spans portfolio management for pooled investment vehicles, businesses and institutions, as well as portfolio management for individuals and small businesses when relevant. Investment emphasis is on privately managed strategies: the firm allocates significant capital to private funds it advises or sponsors and selects third‑party alternative managers. Public markets exposure is modest and oriented toward exchange‑traded equities when used. Attinger deploys a mix of fee arrangements — percentage of AUM, fixed fees and performance‑based fees — consistent with an adviser that both manages discretionary pooled vehicles and serves as a manager/sponsor of private funds. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

2 of 2
  • ADELE GORRILLA

    Founder and CIOCRD 2909532

  • DANIEL DISANTO

    Chief Financial OfficerCRD 5756406

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

PHILADELPHIA, PA

PHILADELPHIA

Location

PHILADELPHIA, PA

Headquartered in PHILADELPHIA, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
PHILADELPHIA
Address
1325 N Beach St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth