FUND ASSET MANAGERS

RIASEC RegisteredEst. 2024
Total AUM
$24.8M
Discretionary
$13.5M
54% of AUM
Avg account
$6.2M
Accounts
4
Employees
8
Advisory reps
2

Firm details

Headquarters
RENO, Nevada
CRD number
315856
Registered since
January 22, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

The firm is organized as a limited liability company and is classified as a hedge fund adviser. It registered with the SEC in 2024 and targets institutional clients. Its advisory activity centers on portfolio management for pooled investment vehicles; the firm also has affiliations that include acting as sponsor or general partner of pooled vehicles as well as relationships with other investment advisers, accountants, law firms and insurance companies. Compensation is based on a percentage of assets under management together with performance-based fees. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. It is marked as a related adviser to other entities.

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

2 of 2
  • GREGORY SKIDMORE

    Chief Investment OfficerCRD 4709360

  • BELENA VINCETTI

    Chief Compliance OfficerCRD 5207515

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

RENO, NV

WASHOE

Location

RENO, NV

Headquartered in RENO, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.

Metro area
Reno-Carson City-Fernley, NV
Region
West
County
WASHOE
Address
500 Damonte Ranch Pkwy
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth