Gnrfunds LLC

RIASEC Registered
Total AUM
$6.9M
Discretionary
$6.9M
100% of AUM
Avg account
$300K
Accounts
23
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
313395
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Individuals76.77%
  • HNWI23.23%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Gnrfunds LLC is a small, privately owned advisory firm that provides discretionary portfolio management for individuals and small businesses. The firm shows a clear tilt toward equities, running client accounts primarily through exchange-traded instruments and layering in mutual funds and external alternative managers where appropriate. Fee arrangements include both a percentage-of-AUM component and performance-based fees, which indicates the manager may pursue active, outcome-oriented strategies and allocate to vehicles that justify incentive fees. Custody and trading are handled through a low-cost, execution-focused custodian, supporting frequent or tactical equity activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Cash & Cash Equivalents 20%80%
  • Exchange Traded Equities80%
  • Cash & Cash Equivalents20%

Contacts

1 of 1
  • Naveen Reddy Gollapally

    Managing PartnerCRD 7346726

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth