Interactive Advisers, Interactive Advisors
Firm details
- Headquarters
- London,
- CRD number
- 145694
- Registered since
- May 30, 2008
- Website
- interactiveadvisors.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI63.64%
- Pooled Investment Vehicles23.35%
- Individuals12.68%
- Corporations / Businesses0.34%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Interactive Advisers, operating as Interactive Advisors, is a corporate-structured investment manager that describes itself as a hedge fund-style adviser serving both individual/family and institutional clients. The firm provides portfolio management for individual and small business accounts as well as for pooled investment vehicles, and it charges both a percentage-of-assets fee and performance-based fees. It identifies as an active ESG investor and maintains industry linkages that include broker-dealer activity, other investment-adviser roles, futures commission merchant functions, and sponsor/GP/manager responsibilities for pooled vehicles.
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 Equities95%
- Cash & Cash Equivalents5%
Owners & executives
3 of 3
Bimal Shah
Chief Technology OfficerCRD 6287399
Sanjoy Ghosh
Chief Investment OfficerCRD 6230385
Jeffrey Roth
Chief Compliance OfficerCRD 6667310
Contacts
2 of 2John Dahlstrom
Director, Client RelationsCRD 5048829
Jennifer Mitton
Investor ServicesCRD 7276091
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 205Active vs passive
$27.3M in ETFs
92%
$25M
1%
$2.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $3.3M | 51,569 | 12.12% |
Location
London, null
Location
London, null
Headquartered in London, null.
- Address
- Floor 12 20 Fenchurch St
- Office locations
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