Premca LLC

RIASEC Registered
Total AUM
$14M
Discretionary
$14M
100% of AUM
Avg account
$3.5M
Accounts
4
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
313444
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles64.29%
  • HNWI35.71%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Premca LLC is an LLC that operates as an institutional registered investment adviser but is owned by an individual. The firm provides advisory and portfolio management services and lists its primary advisory activity as portfolio management for individuals and small businesses while describing its client base as institutional, suggesting a mixed or transitional client focus. Its fee approach combines a percentage-of-assets-under-management schedule with the option for performance-based fees. Premca does not identify as an active ESG investor and is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Exchange Traded Equities 80%, Derivatives 10%, Cash & Cash Equivalents 10%80%
  • Exchange Traded Equities80%
  • Derivatives10%
  • Cash & Cash Equivalents10%

Owners & executives

1 of 1
  • Rajit Marwah

    Rajit Marwah

    Chief Investment OfficerCRD 7348702

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth