Procure ETFs

RIASEC RegisteredEst. 2019
Total AUM
$189M
Discretionary
$189M
100% of AUM
Avg account
$189M
Accounts
1
Employees
3
Advisory reps
4

Firm details

Headquarters
,
CRD number
297134
Registered since
March 1, 2019
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Procure ETFs operates as a limited liability company that registers with the SEC (registered in 2019) and focuses on providing portfolio management services to investment companies. The firm’s client base is institutional, and it charges fees as a percentage of assets under management rather than performance-based or fixed-fee arrangements. Procure ETFs does not identify as an active ESG investor and is not listed as a multi-state or related adviser; it also does not function as a capital allocator. Regulatory classifications in the available data are unclassified, and ownership is described as a mix of a domestic entity and an individual. The firm's primary advisory activity is portfolio management for investment companies, which aligns with its ETF-oriented branding and structure.

Assets & Accounts

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

Owners & executives

2 of 2
  • Paul Gorbaty

    Chief Compliance OfficerCRD 4834600

  • Adrienne Binik-Chanin

    CFOCRD 8216366

Contacts

2 of 2
  • Andrew Chanin

    Andrew Chanin

    Co-FounderCRD 5018239

  • Robert Tull

    Robert Tull

    Co-FounderCRD 1622895

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth