M3F, INC.
Firm details
- Headquarters
- SALT LAKE CITY , Utah
- CRD number
- 151191
- Registered since
- October 8, 2009
- Website
- www.m3funds.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
M3f, Inc. is a corporation operating as a hedge fund manager that targets institutional investors. The firm is SEC-registered since 2009 and conducts portfolio management for pooled investment vehicles, acting in sponsor/GP and managing-member roles for its funds. Its compensation model combines an asset-based fee with performance-linked fees. M3f, Inc. does not self-identify as an ESG-focused investor and does not report multi-state adviser status or pension consulting activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2JASON STOCK
Managing DirectorCRD 2817051
WILLIAM WALLER
Managing DirectorCRD 5467541
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SALT LAKE CITY , UT
SALT LAKE
Location
SALT LAKE CITY , UT
Headquartered in SALT LAKE CITY , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- SALT LAKE
- Address
- 2070 E 2100 S
- Time zone
- MT (UTC-7)
- Office locations
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