Fountaindale, LLC

Overview

Fountaindale, LLC is a small, SEC‑registered investment adviser formed as an LLC that focuses on discretionary portfolio management. The firm is owned by an individual and reports a fee model based on a percentage of assets under management. Its ADV indicates active incorporation of ESG considerations into investment decisions, and its stated advisory activity centers on managing portfolios for individuals and small businesses even though its reported client base is listed as institutional. That divergence suggests Fountaindale operates with a flexible client mix or a narrow institutional mandate alongside retail or business accounts. Investment activity is concentrated and equity‑oriented: the adviser prefers exchange‑traded equities and constructs portfolios heavily weighted to publicly traded stocks and ETFs. Given the firm’s small scale, it appears to rely on liquid, low‑administration instruments and outsourced third‑party funds where necessary to access strategies beyond plain‑vanilla equities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices