MASTER FUND MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CORONA DEL MAR, California
CRD number
313287
Registered since
February 26, 2021

Firm profile

FINTRX

Overview

Master Fund Management, LLC is an SEC-registered limited liability company formed in 2021 that functions primarily as a manager and sponsor of private pooled investment vehicles. The firm is owned by an individual and is classified as unclassified under its registration, which aligns with its apparent focus on advising a single private fund rather than operating a broad retail advisory platform. It is not an active ESG investor, is not registered as a multi-state adviser, and does not position itself as a pension consultant or related adviser. The firm’s regulatory footprint and organizational design indicate a transaction- and fund-centric manager that acts as general partner and managing member for pooled vehicles rather than delivering traditional separate-account wealth management to retail investors.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

2 of 2
  • GREGORY WERTMAN

    General PartnerCRD 7343667

  • Richard Gochnauer

    General PartnerCRD 7343743

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CORONA DEL MAR, CA

ORANGE

Location

CORONA DEL MAR, CA

Headquartered in CORONA DEL MAR, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
210 Hazel Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth