TFJ MANAGEMENT, LLC

RIASEC RegisteredEst. 2021
Total AUM
$198M
Discretionary
$198M
100% of AUM
Avg account
$66.1M
Accounts
3
Employees
2
Advisory reps
2

Firm details

Headquarters
SOMERVILLE, Massachusetts
CRD number
312132
Registered since
June 23, 2021
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles86.26%
  • Other13.74%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

TFJ Management, LLC is an SEC-registered limited liability company that operates as a hedge fund manager focused on pooled investment vehicles for institutional investors. The firm, registered in 2021 and owned by an individual principal, provides portfolio management for pooled vehicles and functions in sponsor/GP and CPO/CTA roles for those funds. Its compensation structure combines a percentage-of-AUM fee with performance-based fees. TFJ does not identify as an active ESG investor and is not presented as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

2 of 2
  • Matthew Fisher

    Managing MemberCRD 7327692

  • ADAM FISHER

    CCO, Managing MemberCRD 4746842

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SOMERVILLE, MA

MIDDLESEX

Location

SOMERVILLE, MA

Headquartered in SOMERVILLE, 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
MIDDLESEX
Address
240 Elm St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth