Formula Growth Limited

RIASEC RegisteredEst. 2017

Total AUM

$343M

Discretionary

$343M

100% of AUM

Avg account

$49.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Montreal,
CRD number: 163245
Registered since: April 21, 2017
Website: www.formulagrowth.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Formula Growth Limited is a hedge fund organized as a corporation and registered with the SEC in 2017. The firm provides portfolio management for pooled investment vehicles and serves primarily institutional clients. Its compensation combines a percentage of assets under management with performance-based fees, consistent with an actively managed hedge fund model. Ownership is identified as a mix of a foreign entity and an individual, and the firm functions in sponsor/GP and managing-member capacities for the pooled vehicles it runs. Formula Growth Limited does not self-identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

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

2 of 2

Randall Kelly
Chief Executive Officer & Chief Investment OfficerCRD 5109353
Argirios Kiriazidis
Chief Operating Officer & Chief Compliance OfficerCRD 6707982