Christmas Corporation

RIASEC RegisteredEst. 2016
Total AUM
$4.2M
Discretionary
$2.2M
52% of AUM
Avg account
$94.9K
Accounts
44
Employees
4
Advisory reps
4

Firm details

Headquarters
,
CRD number
282245
Registered since
January 13, 2016
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Subscription Fees, Performance Based Fees
Client types
  • HNWI96.78%
  • Pooled Investment Vehicles2.97%
  • Corporations / Businesses0.24%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Christmas Corporation operates as a small advisory firm that centers its investment activity on exchange-traded equities and liquid, marketable strategies. The firm serves both individual and institutional clients and runs discretionary and non-discretionary portfolios as well as pooled investment vehicles. Its advisory offering includes portfolio management for individuals and businesses, management of pooled vehicles, publication of periodic investment commentary, and educational seminars — signaling a mix of direct portfolio work and thought leadership. Investment preferences skew toward equities and exchange-traded instruments, with the firm expressing a clear preference for direct equity exposure and ETF usage. The firm is not an active ESG investor. Fee arrangements include percentage-of-AUM billing, subscription fees and performance-based fees, the latter consistent with management of pooled vehicles or private fund structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 4
  • Eduardus Christmas

    Eduardus Christmas

    CEO & Chief Investment OfficerCRD 6588162

  • Ivan Indrapermana

    Ivan Indrapermana

    Chief Financial OfficerCRD 7029177

  • Ivana Arinahapsari

    Ivana Arinahapsari

    Chief Operating OfficerCRD 6588157

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth