DFN Management LLC

RIASEC Registered
Total AUM
$241M
Discretionary
$241M
100% of AUM
Avg account
$121M
Accounts
2
Employees
6
Advisory reps
5

Firm details

Headquarters
Tampa, Florida
CRD number
285057
Registered since
January 5, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

DFN Management LLC is a hedge fund manager organized as a limited liability company that provides portfolio management for pooled investment vehicles aimed at institutional clients. The firm is registered with the SEC (registered in 2024) and runs pooled funds under a fee model that combines a percentage of assets under management with performance-based fees. DFN lists roles that include sponsor, general partner, and managing member activities for its vehicles and maintains industry relationships with other advisers, accounting firms, and insurance companies. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Tampa, FL

Hillsborough

Location

Tampa, FL

Headquartered in Tampa, FL, in the South of the United States.

Region
South
County
Hillsborough
Address
608 W Horatio St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth