LOCORR FUND MANAGEMENT, LLC
Firm details
- Headquarters
- EXCELSIOR, Minnesota
- CRD number
- 156247
- Registered since
- February 11, 2011
- Website
- www.locorrfunds.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Locorr Fund Management, LLC is a privately held investment manager and capital allocator that registers with the SEC and operates as a commodity pool operator/commodity trading advisor (CPO/CTA). The firm serves institutional clients on a percentage-of-assets fee basis and focuses its advisory activity on managing pooled investment vehicles and investment companies, and on selecting sub‑advisers where appropriate. Its mandate and structure point to a manager that runs alternative strategies rather than a traditional long‑only equity shop; the firm is not an active ESG investor and is not structured as a multi‑state adviser. The firm's business relationships include affiliations with broker‑dealers and other investment advisers, indicating an operating model that combines in‑house trading and portfolio construction with third‑party execution and manager relationships. Given its role as a CPO/CTA and as a selector of other advisers, Locorr is positioned to run proprietary trading strategies while also allocating to external specialists when that improves diversification or access to niche exposures.
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
3 of 3JON ESSEN
Chief Financial OfficerCRD 2469593
BRIAN HULL
Chief Compliance OfficerCRD 2685889
KEVIN KINZIE
Founder & CEOCRD 4384324
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
EXCELSIOR, MN
HENNEPIN
Location
EXCELSIOR, MN
Headquartered in EXCELSIOR, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- HENNEPIN
- Address
- 687 Excelsior Blvd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP
RIAEXCELSIOR, MN
MODUS ADVISORS, LLC
RIAEXCELSIOR, MN
EXCELSIOR INVESTORS
RIAEXCELSIOR, MN
STEBEN & COMPANY, LLC
RIAEXCELSIOR, MN
COOKSON FINANCIAL, LLC
RIAEXCELSIOR, MN
STONEBRIDGE CAPITAL ADVISORS LLC
RIASAINT PAUL, MN