EIGHT 31 FINANCIAL, LLC
Firm details
- Headquarters
- MIDLAND, Texas
- CRD number
- 327632
- Registered since
- August 28, 2023
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI92.9%
- Pooled Investment Vehicles6.16%
- Other0.95%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Eight 31 Financial, LLC is a multi-strategy investment manager organized as an LLC and registered with the SEC in 2023. The firm serves both individual and institutional clients and provides portfolio management across client types, including individuals and small businesses, pooled investment vehicles, and institutional or corporate accounts. It also offers manager selection services and acts in sponsor and general partner roles for pooled vehicles. Fee arrangements are flexible, spanning asset-based fees, hourly and fixed fees, and performance-based structures. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities60%
- Cash & Cash Equivalents16%
- US Government Bonds7%
- Private Funds6%
- Other6%
Contacts
3 of 4CRESSINDA HYATT
Client Relationship ManagerCRD 2877743
RAQUEL PADILLA
Senior Vice PresidentCRD 5285150
Cade Jones
Assistant Vice PresidentCRD 6950923
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$120M in ETFs
100%
$120M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $13.1M | 21,966 | 10.93% |
Location
MIDLAND, TX
MIDLAND
Location
MIDLAND, TX
Headquartered in MIDLAND, TX, anchoring the Midland-Odessa, TX metro in the South.
- Metro area
- Midland-Odessa, TX
- Region
- South
- County
- MIDLAND
- Address
- 3200 Mockingbird Ln
- Time zone
- CT (UTC-6)
- Office locations
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