Poolit Fund Management, LLC

Overview

Poolit Fund Management, LLC is an SEC-registered limited liability company that operates as an institutional registered investment adviser. The firm registered with the SEC in 2022 and lists ownership that includes a domestic entity alongside an individual. Its stated advisory activity is portfolio management for investment companies, and its client base is institutional. Poolit charges fees based on a percentage of assets under management. The firm is not classified as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. It also does not function as a pension consultant or as a related adviser to another advisory entity.

Assets & Accounts

Investments & Alternatives