3.0 FUND MANAGEMENT

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CLAYMONT, Delaware
CRD number
319763
Registered since
April 7, 2022

Firm profile

FINTRX

Overview

3.0 Fund Management LLC is a privately held investment manager that appears to operate primarily as a sponsor and general partner of pooled investment vehicles. The firm registered with the SEC in 2022 and is owned by an individual. In the dataset it is classified as “unclassified,” and it is not identified as a capital allocator or an active ESG investor. Its recorded industry roles include other investment adviser and sponsor, general partner, and managing member of pooled investment vehicles, suggesting the firm’s core activity is operating closed-end private funds rather than running a retail advisory business.

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

Contacts

1 of 1
  • JAKE ZELLER

    FounderCRD 6795508

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CLAYMONT, DE

NEW CASTLE

Location

CLAYMONT, DE

Headquartered in CLAYMONT, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
South
County
NEW CASTLE
Address
2093 Philadelphia Pike
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth