FFL

RIASEC RegisteredEst. 2012
Total AUM
$4.1B
Discretionary
$4.1B
100% of AUM
Avg account
$137M
Accounts
30
Employees
43
Advisory reps
7

Firm details

Headquarters
San Francisco, California
CRD number
156980
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

FFL is a privately organized investment manager operating as a limited liability company and registered with the SEC since 2012. The firm functions principally as a private equity fund sponsor and general partner, delivering portfolio management services for pooled investment vehicles to an institutional client base. Its fee structure combines a percentage of assets under management with performance-based fees, and the firm describes itself as an active ESG investor. FFL is not positioned primarily as a third‑party capital allocator; instead it acts as sponsor/manager of its own pooled funds and related vehicles.

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

Owners & executives

1 of 1
  • Patricia Nykodym

    Patricia Nykodym

    Chief Financial OfficerCRD 1407960

Contacts

3 of 6
  • Aaron Money

    Aaron Money

    PartnerCRD 6466264

  • Gregory Long

    Gregory Long

    PartnerCRD 6632391

  • Cas Schneller

    Cas Schneller

    Managing PartnerCRD 4214448

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
333 Bush St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth