Destiny Advisors LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 312099
- Registered since
- January 14, 2022
- Website
- destiny.xyz
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Destiny Advisors LLC is an SEC-registered limited liability company formed in 2022 that operates as an institutional registered investment adviser. The firm serves institutional clients and charges advisory fees calculated as a percentage of assets under management. Its principal advisory work centers on managing portfolios on behalf of investment company vehicles rather than acting as a broad capital allocator or pension consultant. According to the available data, Destiny does not position itself as an ESG-focused manager and is not registered as a multi-state adviser.
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
2 of 2
Justin Long
Chief Compliance OfficerCRD 7703113
Sohail Prasad
Founder & CEOCRD 6629337
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 1401 Lavaca St
- Time zone
- CT (UTC-6)
- Office locations
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