VARIANT INVESTMENTS
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
FINTRXOverview
Variant Investments LLC is an institutional-focused registered investment adviser that appears to operate as a sponsor and manager of pooled investment vehicles. The firm is organized as a limited liability company and has been SEC-registered since 2018. Its reported business activities include operating as a CPO/CTA and providing portfolio management for investment companies and other pooled vehicles. Fee arrangements combine asset-based charges with performance-linked compensation. Variant is not identified as an active ESG investor and is not a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2KRISTIN COOK
Chief Operating OfficerCRD 2408433
Lisa Zhu
Chief Compliance Officer & DirectorCRD 7048352
Contacts
3 of 6CURTIS FINTEL
Principal & Co-FounderCRD 4543093
JOSEPH ZIMLICH
MemberCRD 6879324
JERALD HAYES
Managing MemberCRD 4178489
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PORTLAND, OR
WASHINGTON
Location
PORTLAND, OR
Headquartered in PORTLAND, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- WASHINGTON
- Address
- 10200 SW Greenburg Rd
- Time zone
- PT (UTC-8)
- Office locations
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