City Different Investments

RIASEC RegisteredEst. 2021

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 and registered with the SEC in 2021. The firm operates as a private equity manager and adviser, serving both individual and family clients as well as institutional investors. Its advisory remit covers discretionary portfolio management across individuals/small businesses, investment companies, pooled vehicles and institutional clients, and it also provides selection-of-other-advisers services. The firm acts in sponsor and general partner roles and serves as managing member of pooled investment vehicles, indicating an active role in structuring and operating private funds. Its fee arrangements include a percentage-of-AUM component and performance-based fees in addition to other fee elements. City Different Investments does not identify as an active ESG investor.