Harraden Circle Investments, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 310227
- Registered since
- July 25, 2025
- Custodians
- CLEAR STREET LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles99.57%
- Corporations / Businesses0.43%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Harraden Circle Investments, LLC is an SEC-registered investment adviser organized as an LLC and classified as a hedge fund adviser. The firm targets institutional clients and provides portfolio management for pooled investment vehicles as well as for businesses and other institutions. It acts in sponsor/GP and managing-member roles for pooled vehicles and charges a combination of percentage-of-AUM and performance-based fees. The adviser is not presented as an active ESG investor.
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 Equities69%
- Cash & Cash Equivalents31%
Owners & executives
2 of 2George Roeck
Chief Operating OfficerCRD 4411063
David Mogilensky
Chief Financial OfficerCRD 5554992
Contacts
1 of 1Frederick Fortmiller Jr
CRD 7279838
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 885 3rd Ave
- Time zone
- ET (UTC-5)
- Office locations
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