Community Development Fund Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 281617
- Registered since
- October 2, 2015
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Community Development Fund Advisors, LLC is an SEC-registered institutional registered investment adviser that has been active since 2015. The firm is organized as a limited liability company and serves an institutional client base, providing portfolio management specifically for investment companies. Its business model charges fees as a percentage of assets under management; it is not identified as a capital allocator, pension consultant, or related adviser. The firm does not report being an active ESG investor and is not registered to operate across multiple states.
Assets & Accounts
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
Owners & executives
1 of 1
Kenneth Thomas
Founder & CEOCRD 6562274
Contacts
1 of 1
Gregory Thomas
PresidentCRD 4590245
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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