Plustick Management LLC

RIASEC RegisteredEst. 2018
Total AUM
$281M
Discretionary
$281M
100% of AUM
Avg account
$93.6M
Accounts
3
Employees
4
Advisory reps
2

Firm details

Headquarters
Charlottesville, Virginia
CRD number
173707
Registered since
December 6, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Plustick Management LLC is a privately owned hedge fund adviser organized as an LLC and SEC-registered since 2018. The firm serves institutional clients and provides portfolio management for pooled investment vehicles, and it operates in sponsor/GP and managing-member roles for its funds. Its compensation is a mix of asset-based fees and performance fees. Plustick is not identified as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator to external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Adrian Keevil

    Adrian Keevil

    Managing PartnerCRD 6441667

  • Thomas Hill

    Thomas Hill

    Managing PartnerCRD 710405

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

FINTRX

Location

Primary office

Charlottesville, VA

Charlottesville City

Location

Charlottesville, VA

Headquartered in Charlottesville, VA, in the South of the United States.

Region
South
County
Charlottesville City
Address
200 6th St Ne
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth