Houndstooth Investment Management

RIASEC Registered
Total AUM
$287K
Discretionary
$287K
100% of AUM
Avg account
$47.8K
Accounts
6
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
331030
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Houndstooth Investment Management is a small, individual-owned registered investment adviser operating as a limited liability company that focuses on portfolio management for individuals and small businesses. The firm charges clients a percentage of assets under management and concentrates its investment activity in publicly traded equities and traded funds. Houndstooth is not positioned as a multi-state or pension consultant adviser and does not present itself as an active ESG investor or capital allocator to third‑party alternative managers. The adviser runs a compact client base and appears to employ a trading-oriented, equity-first approach consistent with its custodian and asset mix.

Assets & Accounts

Public Holdings

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

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Public Funds/Mutual Funds 1%99%
  • Exchange Traded Equities99%
  • Public Funds/Mutual Funds1%

Contacts

1 of 1
  • Joshua VanCuyk

    Joshua VanCuyk

    OwnerCRD 7444697

Wealth teams

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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

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth