Minorkey Management

RIASEC Registered
Total AUM
$3.8M
Discretionary
$3.8M
100% of AUM
Avg account
$752K
Accounts
5
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
285365
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Minorkey Management is a small, single-office registered investment adviser organized as a limited liability company that provides discretionary portfolio management for individuals and small businesses. The firm charges both a percentage-of-assets fee and can take performance-based fees, a structure that often aligns with managers who run concentrated or outcome-focused mandates. Filings indicate a clear preference for equity exposure and use of exchange-traded instruments as the primary building blocks of client portfolios. The adviser is not flagged as an active ESG investor, is not multi-state, and is not classified as a capital allocator or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, Cash & Cash Equivalents 40%60%
  • Exchange Traded Equities60%
  • Cash & Cash Equivalents40%

Contacts

1 of 1
  • Jason Zhao

    Jason Zhao

    Managing MemberCRD 2895933

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth