MILITIA INVESTMENTS, LLC
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 331788
- Registered since
- October 18, 2024
- Fee structure
- Percentage of AUM, Other
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Militia Investments, LLC is an SEC-registered investment adviser (registration year 2024) that provides portfolio management specifically for investment companies and acts in sponsor/GP roles for pooled investment vehicles. The firm serves an institutional client base and operates under an owner-type classified as individual. Its fee model is primarily a percentage of AUM with additional "other" fee elements. Militia does not identify as an active ESG investor and does not appear to be structured as a multi-state adviser. The firm’s advisor role and industry affiliations indicate a focus on running collective investment vehicles and acting as an onshore manager/operator for those vehicles, rather than acting as a pure third-party capital allocator. That setup typically involves setting strategy and making discretionary allocation decisions within the funds or companies it manages.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 2DAVID ORR
Executive OfficerCRD 7967274
SAMUEL LEE
Managing MemberCRD 6480717
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AUSTIN, TX
TRAVIS
Location
AUSTIN, TX
Headquartered in AUSTIN, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 500 W 2nd St
- Time zone
- CT (UTC-6)
- Office locations
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