UNLIMITED

RIASEC RegisteredEst. 2022
Total AUM
$174M
Discretionary
$174M
100% of AUM
Avg account
$174M
Accounts
1
Employees
6
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
322644
Registered since
August 19, 2022
Fee structure
Percentage of AUM
Client types
  • Investment Companies99.99%
  • Pooled Investment Vehicles0.01%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Unlimited is a corporate hedge fund manager that serves institutional clients and operates as a CPO/CTA. The firm is SEC-registered (2022) and reports ownership involving both a domestic entity and an individual. Its advisory work focuses on portfolio management for investment companies and pooled investment vehicles, and it also functions as sponsor, general partner and managing member of pooled investment vehicles. Fees are charged as a percentage of assets under management. Unlimited does not identify as an active ESG investor and does not describe itself as a multi-state adviser or a capital allocator.

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

3 of 3
  • MICHELLE SULLIVAN

    COO & CCOCRD 6473575

  • Bruce McNevin

    Chief Data ScientistCRD 6684919

  • ROBERT ELLIOTT

    Co-Founder, CEO and CIOCRD 7406162

Contacts

1 of 1
  • Matthew Salzberg

    Co-FounderCRD 7601548

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
250 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth