Riskneutral, LLC

RIASEC Registered
Total AUM
$20M
Discretionary
$20M
100% of AUM
Avg account
$20M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
Mason, Ohio
CRD number
286116
Fee structure
Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Riskneutral, LLC is a limited liability company operating as an institutional registered investment adviser. The firm’s stated activity is portfolio management for pooled investment vehicles, and it serves an institutional client base. Its organizational profile indicates individual ownership and a fee model that includes performance-based compensation. Available attributes show Riskneutral, LLC does not position itself as a multi-state adviser, is not identified as an active ESG investor, and does not market pension consulting or related-adviser services. The adviser is not classified as a capital allocator and is not newly formed.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • Karthik Venkat Eswar

    CEOCRD 6751121

Contacts

1 of 1
  • Joseph DeSpain

    Joseph DeSpain

    Registered RepresentativeCRD 6750991

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Mason, OH

Warren

Location

Mason, OH

Headquartered in Mason, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
Warren
Address
4770 Duke Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth