AI FUNDS
Firm details
- Headquarters
- SAUSALITO, California
- CRD number
- 328886
- Registered since
- May 28, 2026
- Website
- aifunds.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
AI Funds is a small, institution-focused hedge fund organized as a corporation and owned by an individual. The firm provides portfolio management services across pooled vehicles, investment companies and institutional or business accounts. Its fee program combines a percentage-of-assets charge with performance-based fees. The firm does not present itself as an active ESG investor and is not identified as a multi-state registered adviser. Industry roles disclosed include acting as an investment adviser and sponsor as well as serving as a general partner and managing member of pooled investment vehicles.
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
1 of 1TAL SCHWARTZ
Founder & CEOCRD 2935759
Contacts
2 of 2Ofer Wolfson
Investment StrategistCRD 7956622
Gavin Beauregard
Financial AdvisorCRD 7404568
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAUSALITO, CA
MARIN
Location
SAUSALITO, CA
Headquartered in SAUSALITO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- MARIN
- Address
- 75 Gate 5 Rd
- Time zone
- PT (UTC-8)
- Office locations
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