DFN Management LLC
Firm details
- Headquarters
- Tampa, Florida
- CRD number
- 285057
- Registered since
- January 5, 2024
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
DFN Management LLC is a hedge fund manager organized as a limited liability company and registered with the SEC in 2024. The firm provides portfolio management for pooled investment vehicles and serves an institutional client base. Its fee model combines a percentage-of-assets component with performance-based fees. DFN reports domestic ownership (entity and individual) and identifies several industry relationships, including roles as an investment adviser, accountant, insurance company affiliate, and sponsor/GP/managing member of pooled vehicles. The firm does not position itself as a capital allocator and does not describe active ESG integration in its investment process.
Assets & Accounts
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
Contacts
3 of 5Donald Flagg
Investment OfficerCRD 6698595

Amol Nirgudkar
PrincipalCRD 5645182

Nicholas Koen
Managing DirectorCRD 6249924
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tampa, FL
Hillsborough
Location
Tampa, FL
Headquartered in Tampa, FL, in the South of the United States.
- Region
- South
- County
- Hillsborough
- Address
- 608 W Horatio St
- Time zone
- ET (UTC-5)
- Office locations
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