Cunning Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 310482
- Registered since
- November 9, 2020
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Cunning Capital, LLC is a privately owned investment manager that registered with the SEC in 2020 and operates as a hedge fund manager serving institutional clients. The firm focuses on portfolio management for pooled investment vehicles and acts as sponsor, general partner and managing member of those vehicles rather than as a broad capital allocator. Fees are charged as a percentage of assets under management. Public filings indicate the adviser is not an active ESG investor and does not operate as a multi-state adviser.
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
Owners & executives
1 of 1Elizabeth Foreman
Chief Compliance Officer & Managing MemberCRD 7291483
Contacts
1 of 1David Cunningham
Managing MemberCRD 7291480
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$3.8M in ETFs
100%
$3.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES FLOATING RATE BOND ETF (FLOT) | BlackRock | Passive | Ultrashort Bond | $1.5M | 29,000 | 38.96% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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