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 an owner-operated limited liability company that functions as a hedge fund manager focused on pooled investment vehicles. The firm provides portfolio management for pooled vehicles and serves institutional clients. Its fee model combines a percentage-of-assets arrangement with performance-based fees. Tracker Research is not identified as an active ESG investor, is not reported as a multi-state adviser, and does not list pension consulting or related-adviser roles. The year of SEC registration is not provided in the available data.

Assets & Accounts

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

Contacts

1 of 1
  • Paul Hodge

    Paul Hodge

    Managing MemberCRD 1722583

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

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