Lendingrobot

RIASEC RegisteredEst. 2015
Total AUM
$12.2M
Discretionary
$12.2M
100% of AUM
Avg account
$19.9K
Accounts
611
Employees
2
Advisory reps
1

Firm details

Headquarters
,
CRD number
169878
Registered since
June 25, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Individuals89.38%
  • Pooled Investment Vehicles10.62%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Lendingrobot LLC operates as a hedge fund–style adviser and registered investment adviser since 2015. The firm manages both direct client portfolios and pooled investment vehicles, and it offers a mix of advisory services that include portfolio management for individuals and small businesses, management of pooled vehicles, selection of third‑party advisers, and publication and educational activities. Fee arrangements combine a percentage of assets under management with performance‑based fees, consistent with active, return‑seeking strategies. The firm’s regulatory filings show affiliations that enable use of derivatives and futures — it lists relationships with broker‑dealers, a major security‑based swap participant status, and a futures commission merchant link. That infrastructure signals the ability to implement hedging, leverage, or relative‑value tactics alongside more traditional exposures. Lendingrobot is not flagged as an active ESG investor and operates across multiple states.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • Mikhail Kabalin

    CEO and CCOCRD 7539524

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth