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 LLC (registered in 2021) that operates as a hedge fund manager serving institutional clients. The firm provides portfolio management for pooled investment vehicles and commonly functions as sponsor/GP and CPO/CTA or managing member of its pooled vehicles. Its compensation mixes asset-based fees with performance-based fees, consistent with hedge fund economics. TFJ does not identify as an active ESG investor, is not a multi-state adviser, and does not report pension consulting or related-adviser roles.

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