8 KNOTS MANAGEMENT, LLC

RIASEC RegisteredEst. 2021
Total AUM
$2B
Discretionary
$2B
100% of AUM
Avg account
$203M
Accounts
10
Employees
3
Advisory reps
2

Firm details

Headquarters
DALLAS, Texas
CRD number
305473
Registered since
January 25, 2021
Custodians
GOLDMAN SACHS & CO. LLC, MORGAN STANLEY & CO. LLC, UBS FINANCIAL SERVICES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other Investment Advisers50.22%
  • Pooled Investment Vehicles49.78%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

8 Knots Management, LLC is structured as an LLC and operates as a hedge fund manager focused on institutional clients. The firm registered with the SEC in 2021 and is owned by an individual. Its advisory work centers on managing portfolios for pooled investment vehicles and for businesses or institutions; it also serves as sponsor, general partner, and managing member of pooled vehicles it runs. The firm charges a combination of asset-based fees and performance-based fees, and it does not position itself as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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

Asset composition

Asset composition: Cash & Cash Equivalents 62%, Exchange Traded Equities 38%62%
  • Cash & Cash Equivalents62%
  • Exchange Traded Equities38%

Owners & executives

1 of 1
  • KRISTEN STEIGELE

    Executive Vice President & COOCRD 4973251

Contacts

1 of 1
  • SCOTT GREEN

    FounderCRD 4989769

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
100 Crescent Ct
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth