ALSIS FUNDS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2014
Total AUM
Accounts
0
Advisory reps
0
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MIAMI, Florida
CRD number
166032
Registered since
September 16, 2014

Firm profile

FINTRX

Overview

Alsis Funds, LLC is an SEC-registered limited liability company (registered in 2014) that operates primarily as a manager of pooled investment vehicles. Its filing classifies core business activities as CPO or CTA and identifies the firm as a sponsor, general partner, or managing member of pooled investment vehicles. The combination of those roles indicates the firm focuses on running private pooled structures rather than providing traditional retail advisory services. The filing also indicates the firm does not position itself as an active ESG investor.

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

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
4300 Biscayne Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth