Fund Asset Managers

RIASEC RegisteredEst. 2024
Total AUM
$24.8M
Discretionary
$13.5M
54% of AUM
Avg account
$6.2M
Accounts
4
Employees
8
Advisory reps
2

Firm details

Headquarters
Reno, Nevada
CRD number
315856
Registered since
January 22, 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

Fund Asset Managers is organized as a limited liability company that operates as a hedge fund adviser focused on institutional clients. It is registered with the SEC in 2024 and reports both percentage-of-AUM and performance-based fee arrangements. The firm’s principal advisory activity is portfolio management for pooled investment vehicles, and it acts in sponsor and general partner roles for pooled vehicles while maintaining relationships with related advisers and a mix of industry counterparties (including accounting, legal and insurance firms, and pension consultants). The firm identifies as a non-ESG active investor and is not structured as a multi-state adviser. Its ownership is listed as a combination of a domestic entity and an individual.

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

2 of 2
  • Belena Vincetti

    Belena Vincetti

    Chief Compliance OfficerCRD 5207515

  • Gregory Skidmore

    Gregory Skidmore

    Chief Investment OfficerCRD 4709360

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Reno, NV

Washoe

Location

Reno, NV

Headquartered in Reno, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.

Metro area
Reno-Carson City-Fernley, NV
Region
West
County
Washoe
Address
500 Damonte Ranch Pkwy
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth