DOUBLE DUTY MONEY MANAGEMENT LLC

RIASEC RegisteredEst. 2023
Total AUM
$83.7M
Discretionary
$83.7M
100% of AUM
Avg account
$2.5M
Accounts
34
Employees
4
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
326792
Registered since
June 5, 2023
Custodians
THE VANGUARD GROUP, INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI84.8%
  • Corporations / Businesses14.17%
  • Charitable Organizations1.02%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Double Duty Money Management LLC is a small, SEC-registered investment adviser organized as an LLC. The firm provides fee-based portfolio management for individuals, small businesses and other institutions, charging a percentage of assets under management. It reports an owner structure of a domestic entity and individual, is not acting as a capital allocator, and identifies itself as an active ESG investor. The firm’s regulatory profile classifies it as unclassified and it does not operate as a multi-state adviser or as a pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 68%, Public Funds/Mutual Funds 17%, Exchange Traded Equities 16%68%
  • Cash & Cash Equivalents68%
  • Public Funds/Mutual Funds17%
  • Exchange Traded Equities16%

Owners & executives

1 of 1
  • RUPAL BHANSALI

    Shareholder and CEOCRD 2252889

Contacts

1 of 1
  • KINGSTON HOLLMAN

    Owner & Managing MemberCRD 5563826

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
300 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth