I3 INVESTMENT PARTNERS, LLC

RIASEC Registered
Total AUM
$66.6M
Discretionary
$66.6M
100% of AUM
Avg account
$66.6M
Accounts
1
Employees
3
Advisory reps
4

Firm details

Headquarters
CARSON CITY, Nevada
CRD number
307104
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

I3 Investment Partners, LLC is organized as a limited liability company that operates as a hedge fund manager focused on pooled investment vehicles for institutional clients. The firm serves as sponsor, general partner and managing member of those vehicles and provides portfolio management for pooled funds. Its fee model combines a percentage-of-assets-under-management component with performance-based fees. FINTRX data indicates the firm is not positioned as an ESG investor, does not identify as a multi-state adviser, and does not disclose pension consulting or related-adviser activities.

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

3 of 3
  • KEVIN GRIFFIN

    Co-Founder and Co-Chief Investment OfficerCRD 1858586

  • YOUSEF ABUHAKMEH

    Chief Operating Officer and Chief Risk OfficerCRD 5719458

  • ARNIE DI CIOCCIO

    Co-Chief Investment OfficerCRD 4066707

Contacts

1 of 1
  • Thomas Dubar

    MemberCRD 7443924

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CARSON CITY, NV

CARSON CITY

Location

CARSON CITY, NV

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

Metro area
Reno-Carson City-Fernley, NV
Region
West
County
CARSON CITY
Address
550 Mallory Way
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth