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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Saumil Jhaveri
Chief Compliance OfficerCRD 4355635
Contacts
1 of 1Ramesh Jhaveri
PresidentCRD 869977
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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