The L.T. Funds SA

RIASEC RegisteredEst. 2016
Total AUM
$55.4M
Discretionary
$55.4M
100% of AUM
Avg account
$55.4M
Accounts
1
Employees
4
Advisory reps
2

Firm details

Headquarters
Geneva,
CRD number
284551
Registered since
November 15, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

The L.T. Funds SA is a corporate, SEC-registered institutional RIA that has been registered since 2016. It serves an institutional client base and focuses its advisory activity on managing pooled investment vehicles rather than acting as a third-party capital allocator. The firm operates as a sponsor/GP/managing member for pooled vehicles and charges both a percentage-of-assets fee and performance-based fees. The firm is not positioned as an ESG investor and does not present itself as a multi-state adviser or pension consultant in the source data.

Assets & Accounts

Investments & Alternatives

Location & Offices

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
  • Guillaume Pinchart

    Guillaume Pinchart

    COOCRD 6697824

  • Jean-Pascal Rolandez

    CEO & Chief Investment OfficerCRD 6693330

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Geneva, null

Location

Geneva, null

Headquartered in Geneva, null.

Address
Rue De Rive 6
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth