Fintelect Am, LLC

Overview

Fintelect Am, LLC is a small, equity-focused registered investment advisor that provides discretionary portfolio management primarily to individual and family clients and small businesses. The firm charges fees as a percentage of assets under management and prefers equity allocations, with exchange-traded equities comprising the largest single asset type on its books. Fintelect Am, LLC does not position itself as an ESG investor and is not structured as a multi-state or pension consultant; its activities emphasize straightforward portfolio management rather than institutional solutions. The firm also acts in sponsor/GP and managing member roles for pooled investment vehicles, indicating capability to form and run private pooled structures for clients. That sponsorship role suggests the firm can offer or operate private funds in addition to managed accounts, though external third-party alternative managers are not explicitly listed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices