Motus Partners LLC

RIASEC Registered
Total AUM
$3.6M
Discretionary
$3.6M
100% of AUM
Avg account
$1.2M
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
309951
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Motus Partners LLC is a small, individually owned RIA that focuses on discretionary portfolio management for individuals and small businesses. The firm’s client base is concentrated — three clients — and it runs a fee model that combines a percentage of assets under management with performance-based fees. Investment activity is centered on public equities, with the firm expressing a clear preference for exchange-traded instruments. Motus Partners is not positioned as an ESG-focused manager, and it does not operate as a multi-state adviser or a pension consultant. Given the scale and client concentration, investment decisions appear tailored and active rather than built around large, institutional-scale model portfolios. The firm reports portfolio management as its primary advisory activity and uses third-party managers for alternative exposure, specifically within real estate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Derivatives 2%98%
  • Exchange Traded Equities98%
  • Derivatives2%

Contacts

1 of 1
  • Jeffrey Carnevale

    Jeffrey Carnevale

    OwnerCRD 2993008

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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth