VARIANT INVESTMENTS

RIASEC RegisteredEst. 2018
Total AUM
$2.6B
Discretionary
$2.6B
100% of AUM
Avg account
$660M
Accounts
4
Employees
33
Advisory reps
8

Firm details

Headquarters
PORTLAND, Oregon
CRD number
289261
Registered since
May 30, 2018
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 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • KRISTIN COOK

    Chief Operating OfficerCRD 2408433

  • Lisa Zhu

    Chief Compliance Officer & DirectorCRD 7048352

Contacts

3 of 6
  • CURTIS FINTEL

    Principal & Co-FounderCRD 4543093

  • JOSEPH ZIMLICH

    MemberCRD 6879324

  • JERALD HAYES

    Managing MemberCRD 4178489

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth