LITFUND

RIASEC RegisteredEst. 2025
Total AUM
$290M
Discretionary
$58.8M
20% of AUM
Avg account
$48.3M
Accounts
6
Employees
3
Advisory reps
3

Firm details

Headquarters
MILL VALLEY, California
CRD number
330517
Registered since
July 30, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Litfund is organized as a limited liability company that operates as a private equity fund manager serving institutional investors. The firm is registered with the SEC (registration year listed as 2025) and defines its primary advisory activity as portfolio management for pooled investment vehicles. Ownership is held by an individual and the business charges a mix of asset-based fees and performance-linked compensation, consistent with private equity economics. Litfund does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant.

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

3 of 3
  • AJIT SINGH

    Co-Founder & Managing DirectorCRD 4740898

  • Andrew Curtis

    DirectorCRD 7898741

  • David Gallagher

    Co-Founder & Managing DirectorCRD 7898743

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MILL VALLEY, CA

MARIN

Location

MILL VALLEY, CA

Headquartered in MILL VALLEY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
MARIN
Address
7 N Knoll Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth