Massif Capital, LLC

RIASEC Registered
Total AUM
$27.1M
Discretionary
$27.1M
100% of AUM
Avg account
$13.6M
Accounts
2
Employees
1
Advisory reps
3

Firm details

Headquarters
,
CRD number
285847
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPublication of Periodicals

Firm profile

FINTRX

Overview

Massif Capital, LLC is organized as a limited liability company that operates as a hedge fund manager serving institutional clients. The firm charges a combination of asset-based fees and performance-based fees and provides active portfolio management for individuals and small businesses as well as for pooled investment vehicles. Its public materials also indicate the firm produces periodicals or newsletters. Massif identifies as not being an active ESG investor and is not positioned as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • William Thomson

    Managing PartnerCRD 717224

  • Ivan Mihaljevic

    MemberCRD 3093147

  • William Thomson

    William Thomson

    Founder and Managing PartnerCRD 4995990

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth