Blkbrd Asset Management

RIASEC RegisteredEst. 2025
Total AUM
$134M
Discretionary
$134M
100% of AUM
Avg account
$44.6M
Accounts
3
Employees
8
Advisory reps
2

Firm details

Headquarters
Old Greenwich, Connecticut
CRD number
329262
Registered since
July 28, 2025
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Blkbrd Asset Management is organized as a limited partnership and operates as a hedge fund manager serving institutional clients. The firm is registered with the SEC effective 2025 and reports ownership that includes a domestic entity and an individual. Its stated business activities include serving as a commodity pool operator or commodity trading advisor (CPO/CTA) and providing portfolio management for pooled investment vehicles. Compensation is oriented toward performance-based fees (and other fee arrangements), and the firm is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser to another investment firm. Blkbrd also takes on sponsor/GP/managing-member roles for pooled vehicles, indicating it can act as both an asset manager and an operating partner for funds it launches or manages.

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

Owners & executives

1 of 1
  • John Ballay

    Chief Strategy OfficerCRD 7837659

Contacts

1 of 1
  • Daniel Izzo

    FounderCRD 6217030

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$561K in ETFs

Passive

0%

$0

Active

0%

$561K

ETFProviderStyleCategoryValueShares% of portfolio
DIREXION DAILY NFLX BULL 2X ETF (NFXL)Direxion$561K18,663100.00%

Location

Primary office

Old Greenwich, CT

Fairfield

Location

Old Greenwich, CT

Headquartered in Old Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
53 Forest Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth