Nintai Investments LLC

RIASEC Registered
Total AUM
$52M
Discretionary
$52M
100% of AUM
Avg account
$13M
Accounts
4
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
299278
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Nintai Investments LLC operates as a limited liability partnership focused on providing portfolio management services primarily for individuals and small businesses. The firm does not classify itself under traditional categories such as capital allocator or pension consultant, which indicates a specialized focus on personal wealth management. Nintai Investments does not actively engage in ESG investing, and it is not registered as a multi-state adviser. The firm’s fee structure is based on a percentage of assets under management (AUM), aligning its interests with those of its clients.

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

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 75%, Cash & Cash Equivalents 25%75%
  • Public Funds/Mutual Funds75%
  • Cash & Cash Equivalents25%

Owners & executives

1 of 1
  • Thomas Macpherson

    Managing Director and Chief Investment OfficerCRD 6579851

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth