Titania Investments LLC

Overview

Titania Investments LLC is a small, owner-operated independent registered investment adviser structured as an LLC. The firm focuses on serving individual and family clients with a mix of financial planning and portfolio management services, and it acts as a capital allocator that can incorporate outside managers into client solutions. Advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Fee arrangements are flexible — percentage of assets under management, hourly charges and fixed fees are all used. Investment activity tilts strongly toward publicly traded equities and exchange-traded products, but the firm also allocates client capital to third-party alternative managers across private equity, hedge funds, private placements and real estate. Titania is not identified as an active ESG investor and operates on a single-state basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices