MAKERS INVESTMENT ADVISOR II US INC.

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WOODLAND HILLS, California
CRD number
313324
Registered since
March 31, 2021

Firm profile

FINTRX

Overview

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

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

1 of 1
  • RYANN LAI

    InvestmentCRD 6691074

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth