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 privately held investment adviser organized as an LLC and registered with the SEC in 2024. The firm’s stated advisory focus is portfolio management for businesses and institutions rather than retail households. Its ownership is individual, and it charges both a percentage-of-assets fee and performance-based fees. The firm does not identify as an active ESG investor and is not listed as a multi-state or pension consultant adviser in the source data.
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
- Cash & Cash Equivalents100%
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
$143M in ETFs
100%
$143M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $70.5M | 700,000 | 49.19% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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