724 Asset Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 318169
- Registered since
- January 21, 2022
- Website
- 724cap.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
724 Asset Management, LLC is a limited liability company registered with the SEC in 2022 that operates as an institutional RIA and capital allocator for business- and institution-type clients. The firm charges fees as a percentage of assets under management and lists portfolio management for businesses or institutions and the selection of other advisers among its primary advisory activities. It does not identify as an active ESG investor, is not a multi-state adviser, and does not provide pension consulting services. The firm’s model emphasizes delegating to external managers: it acts as a selector of third-party advisers rather than as a single-manager retail platform. That positioning points to a focus on constructing multi-manager exposures and allocating capital across external funds and placements tailored to institutional mandates.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Exchange Traded Equities24%
- Cash & Cash Equivalents10%
- Other8%
Contacts
1 of 1Robert Dearman
Financial Advisor and Registered RepresentativeCRD 5734520
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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