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 institutional registered investment adviser organized as a limited liability company. Registered in 2024 and owned by an individual, the firm’s advisory activity centers on portfolio management for investment companies. It serves an institutional client base and charges fees based on a percentage of assets under management (along with other fee arrangements). Militia does not position itself as a capital allocator and is not identified as an active ESG investor, pension consultant, multi-state adviser, or related adviser. The firm’s regulatory and corporate descriptions also identify roles beyond adviser services: it acts as an investment adviser and sponsor and can serve as a general partner or managing member of pooled investment vehicles. That combination indicates the firm both provides portfolio management and takes sponsor/manager responsibilities for collective investment structures.
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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