HUNDREDFOLD ADVISORS, LLC

RIASEC RegisteredEst. 2004
Total AUM
$148M
Discretionary
$148M
100% of AUM
Avg account
$148M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
VIRGINIA BEACH, Virginia
CRD number
131854
Registered since
June 30, 2004
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Hundredfold Advisors, LLC is an SEC-registered investment adviser organized as an LLC and active since 2004. The firm focuses on portfolio management for investment companies and serves an institutional client base. It charges fees on a percentage-of-assets-under-management basis and is structured with ownership that includes a domestic entity and an individual. Hundredfold does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. Investment activity centers on managing an investment-company mandate and selectively outsourcing non-core exposures to third-party managers. The firm shows an allocation interest in commodity-related and energy exposures, using external managers to access those sectors while relying on mutual funds for liquid, diversified exposures.

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
  • RALPH DOUDERA

    Chief Executive OfficerCRD 70839

Contacts

1 of 1
  • MARY COLLINS

    President, CCOCRD 1838058

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

VIRGINIA BEACH, VA

VIRGINIA BEACH CITY

Location

VIRGINIA BEACH, VA

Headquartered in VIRGINIA BEACH, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.

Metro area
Virginia Beach-Norfolk, VA-NC
Region
South
County
VIRGINIA BEACH CITY
Address
272 Bendix Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth