Christensen Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 117699
- Website
- www.christensencapital.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles88.23%
- HNWI7.3%
- Individuals4.47%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Christensen Capital, LLC is a privately owned limited liability company that operates as a hedge fund and provides portfolio management to both individuals/families and pooled investment vehicles. The firm charges fees based on a percentage of assets under management and reports advisory activity that includes separately managed accounts as well as advising pooled funds. Christensen Capital does not identify as an active ESG investor and is not listed as a multi-state adviser in the snapshot data.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities87%
- Non-Exchange Traded Equities11%
- Public Funds/Mutual Funds1%
- Cash & Cash Equivalents1%
Contacts
3 of 3Jon Christensen
OwnerCRD 1604306
Jon Smith
Vice President of Business DevelopmentCRD 3000165
Denise Christensen
Limited PartnerCRD 6630276
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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