UNTITLED INVESTMENTS LP

RIASEC RegisteredEst. 2020
Total AUM
$574M
Discretionary
$574M
100% of AUM
Avg account
$115M
Accounts
5
Employees
10
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
306357
Registered since
March 27, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Untitled Investments LP is a limited partnership, SEC-registered in 2020, that operates as a hedge-fund manager serving primarily institutional clients. The firm is owned by a mix of domestic entities and individuals and charges both an asset-based management fee and performance-linked fees. Its primary advisory activity is portfolio management for pooled investment vehicles; it also functions as sponsor, general partner and managing member of those vehicles. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

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

Owners & executives

1 of 1
  • NEERAJ CHANDRA

    Founder & CEOCRD 4690294

Contacts

1 of 1
  • ELIZABETH GERKE

    ControllerCRD 5340124

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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
412 W 15th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth