DOUBLE DUTY MONEY MANAGEMENT LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents68%
- Public Funds/Mutual Funds17%
- Exchange Traded Equities16%
Owners & executives
1 of 1RUPAL BHANSALI
Shareholder and CEOCRD 2252889
Contacts
1 of 1KINGSTON HOLLMAN
Owner & Managing MemberCRD 5563826
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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