FUTURE POSITIVE

RIASEC RegisteredEst. 2025
Total AUM
$278M
Discretionary
$278M
100% of AUM
Avg account
$16.4M
Accounts
17
Employees
4
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
309644
Registered since
December 5, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Future Positive is a limited liability company organized as a venture capital fund manager and registered with the SEC in 2025. The firm focuses on running pooled investment vehicles and serves an institutional client base. It operates as an adviser and sponsor — acting as a general partner and managing member for its funds — and reports advisory activity concentrated on portfolio management for pooled vehicles. Ownership is reported as a mix of domestic entities and individuals. Fee arrangements combine a percentage-of-assets management fee with performance-based compensation. Future Positive does not position itself as an ESG-active investor, is not a multi-state adviser, and is not identified as a pension consultant or capital allocator.

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
  • EDWARD YERZAK

    Chief Compliance OfficerCRD 8076662

Contacts

1 of 1
  • Frederick Blackford

    FounderCRD 7265372

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
6 Saint Johns Ln
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth