SUFFOLK TECHNOLOGIES FUND MANAGEMENT, L.L.C.

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
323776
Registered since
October 13, 2022

Firm profile

FINTRX

Overview

Suffolk Technologies Fund Management, L.L.C. is an LLC that registered with the SEC in 2022. The firm is owned by a mix of a domestic entity and an individual and is classified as unclassified in the source data. It does not present itself as a capital allocator, is not flagged as an active ESG investor, and is not registered as a multi-state adviser. Industry affiliations list the firm as a sponsor, general partner, and managing member of pooled investment vehicles, indicating its primary role is operating pooled private funds rather than providing traditional advisory services to retail or separately managed accounts.

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

2 of 2
  • Jit Kee Chin

    Executive Vice President / Chief Technology OfficerCRD 7646397

  • Puneet Mahajan

    Executive Vice President & Chief Financial OfficerCRD 7646106

Contacts

1 of 1
  • WAN ZHU

    Co-Founder and Managing DirectorCRD 4678726

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
65 Allerton St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth