INVERT INVESTMENT PARTNERSHIP, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
KIRKLAND, Washington
CRD number
334269

Firm profile

FINTRX

Overview

Invert Investment Partnership, LLC operates as a limited liability company focused on investment management. The firm primarily engages in managing pooled investment vehicles, specifically hedge funds. While it does not have a diverse client base or a significant number of accounts, it maintains a singular focus on its investment strategies. The firm does not actively pursue ESG (Environmental, Social, and Governance) investments and is not classified as a multi-state adviser.

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

Contacts

1 of 1
  • Tao Lu

    ManagerCRD 8023654

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

KIRKLAND, WA

KING

Location

KIRKLAND, WA

Headquartered in KIRKLAND, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
11659 101st Pl NE
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth