MILITIA INVESTMENTS, LLC

RIASEC RegisteredEst. 2024
Total AUM
$484M
Discretionary
$484M
100% of AUM
Avg account
$484M
Accounts
1
Employees
4
Advisory reps
2

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

FINTRX

Overview

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

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
  • DAVID ORR

    Executive OfficerCRD 7967274

  • SAMUEL LEE

    Managing MemberCRD 6480717

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth