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 limited liability company that operates as a SEC‑registered hedge fund manager (registration in 2020). The firm’s client base is institutional and its principal advisory activity is portfolio management for pooled investment vehicles; it also serves as sponsor, general partner, and managing member of those vehicles. Fee billing is on a percentage‑of‑assets basis. The firm is not identified as an ESG investor and is not organized as a multi‑state adviser or a capital allocator in the sense of running a standalone allocation business.
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
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
$3.9M in ETFs
100%
$3.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES FLOATING RATE BOND ETF (FLOT) | BlackRock | Passive | Ultrashort Bond | $1.5M | 29,000 | 37.55% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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