Fractal Investments LLC
Firm details
- Headquarters
- ,
- CRD number
- 311767
- Registered since
- January 19, 2021
- Website
- www.fractalinvestments.net
- Custodians
- THE BANK OF NEW YORK MELLON, CITI PRIVATE BANK
- Fee structure
- Percentage of AUM
- Client types
- Insurance Companies100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Fractal Investments LLC is an institutional registered investment adviser that began SEC registration in 2021 and is owned by an individual. The firm manages portfolios for institutions and for individuals/small businesses under a percentage-of-AUM fee model. Its advisory scope includes portfolio management for both business/institutional clients and individuals/small-business clients. Fractal identifies as an active ESG investor and, per its filings, does not operate as a capital allocator or pension consultant.
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
Asset composition
- Exchange Traded Equities98%
- Non-Exchange Traded Equities2%
- Public Funds/Mutual Funds1%
- Cash & Cash Equivalents1%
Contacts
2 of 2
Chun Cao
Co-FounderCRD 4091227
Michael Farrell
Co-FounderCRD 1831973
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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