Investments Technology Inc

RIASEC Registered
Total AUM
$6.6M
Discretionary
$6.6M
100% of AUM
Avg account
$6.6M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
110223
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%

Firm profile

FINTRX

Overview

Investments Technology Inc is a small corporate investment adviser that serves institutional clients on a fee-for-assets basis. The firm is owned by an individual and does not position itself as a capital allocator; it also does not identify as an active ESG investor. The adviser’s operating profile is limited in public disclosures, but its business model centers on managing assets for a very narrow institutional client base under a percentage-of-AUM fee arrangement.

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
  • Saumil Jhaveri

    Saumil Jhaveri

    Chief Compliance OfficerCRD 4355635

Contacts

1 of 1
  • Ramesh Jhaveri

    PresidentCRD 869977

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth