City Different Investments

RIASEC Registered

Total AUM

$244M

Discretionary

$244M

100% of AUM

Avg account

$1.4M

Accounts

178

Employees

Advisory reps

Firm details

Headquarters: Santa Fe, New Mexico
CRD number: 310982
Registered since: February 8, 2021
Website: citydifferentinvestments.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: HNWI75.51%
Investment Companies13.25%
Pooled Investment Vehicles10.08%
Corporations / Businesses1.17%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

City Different Investments is organized as a limited partnership that functions primarily as a private equity fund manager and sponsor/GP of pooled vehicles. The firm is registered with the SEC (registered in 2021) and serves both individual & family clients and institutional accounts. Its advisory remit includes discretionary portfolio management for individuals/small businesses, investment companies, pooled investment vehicles, and institutional clients, along with selection of other advisers. The firm charges a mix of AUM-based fees, performance-based fees and other fees. City Different Investments does not identify as an active ESG investor.