Industrial Development Funding LLC

RIASEC RegisteredEst. 2018
Total AUM
$624M
Discretionary
$0
0% of AUM
Avg account
$89.1M
Accounts
7
Employees
5
Advisory reps
1

Firm details

Headquarters
Miami Beach, Florida
CRD number
298015
Registered since
August 10, 2018
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Banking / Thrift Institutions100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Industrial Development Funding LLC is an institutional Registered Investment Adviser formed in 2018 and structured as a limited liability company with an individual owner. The firm’s client base is institutional and its primary advisory activity is portfolio management for businesses and other institutions. It charges fees tied to a percentage of assets under management and also employs performance-based and other fee arrangements. The firm self-identifies as an active ESG investor and serves as sponsor, general partner, and managing member for pooled investment vehicles it organizes.

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

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • Nikhil Nunes

    Nikhil Nunes

    CEO and FounderCRD 6540251

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Miami Beach, FL

Miami Dade

Location

Miami Beach, FL

Headquartered in Miami Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
1000 S Pointe Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth