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 limited liability company that provides portfolio management services targeted at businesses and institutional clients. The firm is registered with the SEC and completed that registration in 2024. Its compensation model includes both a percentage-of-assets component and performance-based fees, and it is run under individual ownership rather than as a corporate or multi-adviser structure. PSP Research does not identify as an active ESG investor and does not report multi-state adviser status.
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
$192M in ETFs
100%
$192M
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 | 36.64% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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