Cystein
Firm details
- Headquarters
- ,
- CRD number
- 290365
- Registered since
- November 28, 2017
- Website
- cysteinfunds.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI60.26%
- Individuals39.74%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Cystein is a small, fee-based investment advisory LLC that focuses on individualized portfolio management for private clients and small businesses. The firm has been SEC-registered since 2017 and is owned by an individual operator. Its stated services include discretionary portfolio management for individuals and for businesses or institutions, plus educational seminars and workshops. Cystein bills clients as a percentage of assets under management and does not position itself as an ESG- or pension-focused adviser. Public funds and mutual funds make up the bulk of its invested assets, while hedge funds and real estate are employed as complementary allocations.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds78%
- Cash & Cash Equivalents20%
- Exchange Traded Equities2%
Owners & executives
1 of 1
Pedro Padierna
Chief Investment Officer & Co-FounderCRD 6966040
Contacts
1 of 1
Pedro Padierna
Co-FounderCRD 6866471
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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