Integrated Investment Asset Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 313990
- Registered since
- May 21, 2021
Firm profile
FINTRXOverview
Integrated Investment Asset Management, LLC is an SEC-registered limited liability company (registered in 2021) organized and owned by an individual. The firm does not present as a traditional adviser to retail accounts; its primary activity is sponsoring and managing pooled investment vehicles. Firm filings list the organization as acting as sponsor, general partner and managing member of those vehicles, signaling a manager role in fund formation, deal selection and ongoing portfolio oversight. The adviser is not identified as an active ESG investor, is not registered as a multistate adviser, and is not positioned as a pension consultant or capital allocator in the public filings.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5Craig Nerenberg
General PartnerCRD 2649038

Jason Newmark
Managing DirectorCRD 3100960
Stephen Apkon
General PartnerCRD 1609195
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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