Harraden Circle Investments, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 310227
- Registered since
- July 25, 2025
- Website
- www.harradencircle.com
- Custodians
- CLEAR STREET LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles99.57%
- Corporations / Businesses0.43%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Harraden Circle Investments, LLC is an SEC-registered hedge fund organized as a limited liability company and registered in 2025. The firm is individually owned and serves an institutional client base. Its mandate centers on portfolio management for pooled investment vehicles and for businesses or institutional clients; it also acts as sponsor, general partner and managing member for pooled vehicles. Fee arrangements combine a percentage-of-AUM component with performance-based fees. Harraden Circle does not position itself as a capital allocator and it does not emphasize ESG investing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Cash & Cash Equivalents31%
Owners & executives
2 of 2George Roeck
Chief Operating OfficerCRD 4411063
David Mogilensky
Chief Financial OfficerCRD 5554992
Contacts
1 of 1Frederick Fortmiller Jr
CRD 7279838
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 885 3rd Ave
- Time zone
- ET (UTC-5)
- Office locations
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