MAKERS INVESTMENT ADVISOR II US INC.
Firm details
- Headquarters
- WOODLAND HILLS, California
- CRD number
- 313324
- Registered since
- March 31, 2021
Firm profile
FINTRXOverview
Makers Investment Advisor II US Inc. is a corporate investment adviser that registered with the SEC in 2021. FINTRX classifies the firm as unclassified and lists its ownership as a mix of a foreign entity and individual owners. The firm is not identified as a capital allocator or a multi-state adviser, and it does not characterize itself as an active ESG investor. The firm’s operating footprint emphasizes sponsored pooled vehicles rather than traditional advisory services to retail or separate-account clients. FINTRX flags Makers Investment Advisor II US Inc. as acting in roles consistent with a sponsor and general partner or managing member of pooled investment vehicles, which suggests its primary activity is structuring and managing private funds.
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
1 of 1RYANN LAI
InvestmentCRD 6691074
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WOODLAND HILLS, CA
LOS ANGELES
Location
WOODLAND HILLS, CA
Headquartered in WOODLAND HILLS, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 21255 Burbank Blvd
- Time zone
- PT (UTC-8)
- Office locations
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