TRACKER RESEARCH LLC

RIASEC Registered
Total AUM
$5M
Discretionary
$5M
100% of AUM
Avg account
$5M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
SEATTLE, Washington
CRD number
166767
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Tracker Research LLC is a small, privately held LLC operating as a hedge fund that provides portfolio management for pooled investment vehicles. The firm is owned by an individual and serves an institutional client base rather than retail households. Its compensation structure combines a percentage-of-AUM management fee with performance-based fees typical for hedge fund managers. Tracker Research does not identify as an ESG investor, is not designated a multi-state adviser, and does not act as a capital allocator or pension consultant.

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

Contacts

1 of 1
  • PAUL HODGE

    Managing MemberCRD 1722583

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SEATTLE, WA

KING

Location

SEATTLE, WA

Headquartered in SEATTLE, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
533512 Ballard Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth