Militia Investments, LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 331788
- Registered since
- October 18, 2024
- Website
- www.militiainv.com
- Fee structure
- Percentage of AUM, Other
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Militia Investments, LLC is an institutional registered investment adviser organized as a limited liability company and registered with the SEC in 2024. The firm is owned by an individual and focuses on serving institutional clients through portfolio management services for investment companies. Its fee agreement includes a percentage-of-AUM component plus other fee arrangements. Militia reports that it does not position itself as a capital allocator and is not an active ESG investor.
Assets & Accounts
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
Contacts
2 of 2Samuel Lee
Managing MemberCRD 6480717
David Orr
Executive OfficerCRD 7967274
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 500 W 2nd St
- Time zone
- CT (UTC-6)
- Office locations
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