POOLIT FUND MANAGEMENT, LLC
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 322774
- Registered since
- September 1, 2022
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Poolit Fund Management, LLC is a limited liability company that operates as an investment advisor, primarily focusing on portfolio management for investment companies. Established in 2022, the firm caters exclusively to institutional clients, employing a fee structure based on a percentage of assets under management. While the firm does not actively engage in ESG investing, it has carved a niche in managing investment portfolios, although it does not classify itself as a capital allocator or pension consultant.
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
Owners & executives
1 of 1DAKOTAH RICE
Founder & CEOCRD 6362805
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIAMI, FL
MIAMI DADE
Location
MIAMI, FL
Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 111 NE 1st St
- Time zone
- ET (UTC-5)
- Office locations
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