M3f, Inc.

RIASEC Registered
Total AUM
$778M
Discretionary
$778M
100% of AUM
Avg account
$778M
Accounts
1
Employees
6
Advisory reps
2

Firm details

Headquarters
Salt Lake City , Utah
CRD number
151191
Registered since
October 8, 2009
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

M3f, Inc. is a corporation operating as a hedge fund advisor to institutional investors. The firm is registered with the SEC and began that registration in 2009. Its business model centers on managing pooled investment vehicles: M3f provides portfolio management for those vehicles and serves in sponsor/GP/managing-member roles for the pooled structures it runs. The firm charges both a percentage-of-assets fee and performance-based fees. Owner control is listed as an individual, and the firm does not identify itself as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Owners & executives

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Contacts

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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

Salt Lake City , UT

Salt Lake

Location

Salt Lake City , UT

Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Salt Lake
Address
2070 E 2100 S
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth