PSP Research LLC
Firm details
- Headquarters
- ,
- CRD number
- 333271
- Registered since
- November 4, 2024
- Custodians
- CF SECURED, LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Corporations / Businesses100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
PSP Research LLC is a small SEC-registered RIA that describes its primary activity as portfolio management for businesses or institutional clients. The firm is organized as a limited liability company and lists an individual as its owner. It registered with the SEC in 2024 and is classified as “unclassified” in the snapshot data. Compensation arrangements include a percentage-of-assets-under-management fee schedule and the possibility of performance-based fees. PSP Research does not identify as an active ESG investor and is not listed as a multi-state adviser.
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
Asset composition
- Exchange Traded Equities70%
- Cash & Cash Equivalents30%
Contacts
1 of 1Santhosh Palani
Founder & Managing MemberCRD 6632705
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$251M in ETFs
100%
$251M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) S&P(R) BIOTECH ETF (XBI) | State Street | Passive | Health | $90.2M | 570,000 | 35.96% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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