Firmiacer Investment LLC
Firm details
- Headquarters
- ,
- CRD number
- 286448
- Custodians
- J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Firmiacer Investment LLC is a Connecticut-registered, independent registered investment adviser organized as an LLC and owned by an individual. The firm’s advisory activity focuses on discretionary portfolio management across three client types: individuals and small businesses, pooled investment vehicles, and businesses or institutions. Its compensation model combines a percentage-of-assets-under-management fee with the possibility of performance-based fees. The firm does not identify itself as an ESG-focused investor, is not a capital allocator, and does not list pension consulting or related-adviser services.
Assets & Accounts
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
Asset composition
- Cash & Cash Equivalents65%
- Exchange Traded Equities35%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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