CERTUM GROUP
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 321759
- Website
- certumgroup.com
Firm profile
FINTRXOverview
Certum Group is organized as a limited liability company that operates primarily as an adviser and sponsor to pooled investment vehicles. The firm is identified as an adviser, general partner and managing member of private pooled vehicles rather than as a multi-state or SEC-registered retail RIA (the SEC registration year is not listed). Classification in the available data is "unclassified," and the firm is not flagged as an active ESG investor or a pension consultant. The entity appears structured to support closed-end fund activity and sponsor-level responsibilities rather than to serve a broad retail client base. Ownership is noted as a mix of domestic entities and individuals.
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
Contacts
1 of 1David Diamond
Managing DirectorCRD 7558016
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Plano, TX
COLLIN
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- COLLIN
- Address
- 5717 Legacy Dr
- Time zone
- CT (UTC-6)
- Office locations
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