Frazer Bay Investments L. L. C.
RIASEC Registered
Total AUM
$3.2M
Discretionary
$3.2M
100% of AUM
Avg account
$319K
Accounts
10
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 179518
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Individuals54.24%
- HNWI45.76%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Frazer Bay Investments L.L.C. operates as a limited liability company focused on providing portfolio management services primarily for individual and family clients. The firm is classified as unclassified and does not engage in capital allocation or pension consulting. Its fee structure includes a percentage of assets under management along with performance-based fees. The firm does not actively pursue ESG investments and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities65%
- Cash & Cash Equivalents34%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1
James Keelin
President, CEO and CCOCRD 2225874
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations