Variant Investments

RIASEC RegisteredEst. 2018

Total AUM

$2.6B

Discretionary

$2.6B

100% of AUM

Avg account

$660M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Portland, Oregon
CRD number: 289261
Registered since: May 30, 2018
Website: funds.variantinvestments.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies99.24%
Pooled Investment Vehicles0.76%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Variant Investments is an institutional registered investment adviser organized as a limited liability company and SEC-registered since 2018. The firm serves an institutional client base and is owned by a combination of a domestic entity and individual owners. Its advisory practice centers on managing pooled investment vehicles and investment companies; FINTRX classifies the firm’s business activity as a CPO/CTA and notes roles as sponsor, general partner and managing member of pooled vehicles. The firm charges a combination of percentage-of-AUM fees and performance-based fees, and it reports $2.64B in discretionary assets. Variant Investments is not identified as an active ESG investor, is not registered as a multi-state adviser in the FINTRX record, and does not list pension consulting or related-adviser arrangements.