Demian Capital

RIASEC RegisteredEst. 2017
Total AUM
$284M
Discretionary
$284M
100% of AUM
Avg account
$284M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
288137
Registered since
April 12, 2017
Custodians
BANQUE PICTET ET CIE
Fee structure
Percentage of AUM
Client types
  • Corporations / Businesses100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Demian Capital is a limited liability company that operates as an institutional Registered Investment Adviser and is owned by an individual. The firm registered with the SEC in 2017 and serves institutional clients under a percentage-of-AUM fee model. Its business activities include operating as a broker-dealer and providing portfolio management for businesses or institutional investors. The adviser does not identify itself as an active ESG investor, is not structured as a multi-state adviser, and is not positioned as a capital allocator or pension consultant.

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 94%, Cash & Cash Equivalents 6%94%
  • Exchange Traded Equities94%
  • Cash & Cash Equivalents6%

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth