ARGENTARII, LLC
Firm details
- Headquarters
- CINCINNATI, Ohio
- CRD number
- 332112
- Registered since
- July 16, 2024
- Custodians
- GOLDMAN SACHS & CO. LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI94.33%
- Pooled Investment Vehicles4.84%
- Individuals0.83%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Argentarii, LLC is an SEC-registered limited liability company that positions itself as a capital allocator with a primary classification as a real estate fund manager. The firm markets advisory services to both individual/family and institutional clients and lists a mix of compensation arrangements: percentage-of-AUM, fixed fees, and performance-based fees. Its stated business activities include acting as an other financial product salesperson and providing portfolio management across individuals, pooled investment vehicles, and institutions. The firm also offers pension consulting and helps select other advisers. Argentarii is not flagged as an active ESG investor.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities70%
- Cash & Cash Equivalents20%
- Public Funds/Mutual Funds8%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 6JOHN MORELOCK
PartnerCRD 6255949
TAYLOR PALMER
DirectorCRD 6337506
BRANDON HUTCHISON
Founding PartnerCRD 5981636
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$42.1M in ETFs
98%
$41.2M
1%
$884K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES GOLD TRUST (IAU) | BlackRock | Passive | Commodities Focused | $6.5M | 73,734 | 15.44% |
Location
CINCINNATI, OH
HAMILTON
Location
CINCINNATI, OH
Headquartered in CINCINNATI, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- HAMILTON
- Address
- 3825 Edwards Rd
- Time zone
- ET (UTC-5)
- Office locations
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