Fractal Investments LLC

Overview

Fractal Investments LLC is an institutional-focused advisory that manages concentrated equity portfolios with an active tilt toward exchange-traded securities. The firm charges fees as a percentage of assets under management and provides portfolio management for both individuals/small businesses and for businesses or institutions. Fractal identifies as an active ESG investor, integrating environmental, social and governance considerations into its investment process alongside traditional fundamental analysis. The manager’s public filings indicate a clear preference for listed equities as the core allocation, but the firm also supplements portfolios with third-party alternative strategies in commodities, private credit and oil & gas. That combination suggests a strategy built around liquid equity exposures for core beta plus targeted use of less-correlated, income-generating alternatives to diversify return streams and manage volatility.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices