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 that operates as a hedge fund manager serving institutional investors. The adviser has been SEC-registered since 2009 and is owned by an individual. Its primary advisory activity is portfolio management for pooled investment vehicles, and it also acts as sponsor, general partner and managing member of those vehicles. The firm charges a combination of a percentage-of-assets fee and performance-based fees. M3f, Inc. is not identified as an active ESG investor and is not designated as a multi-state adviser.
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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