Pursuit Fund Advisers LLC

RIASEC RegisteredEst. 2025
Total AUM
$71.6M
Discretionary
$71.6M
100% of AUM
Avg account
$71.6M
Accounts
1
Employees
7
Advisory reps
3

Firm details

Headquarters
,
CRD number
333442
Registered since
August 11, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Pursuit Fund Advisers LLC is a limited liability company registered with the SEC in 2025 and organized as an institutional registered investment adviser. The firm focuses on providing portfolio management services to investment companies and serves an institutional client base rather than retail households. Its ownership structure includes domestic entities and individuals. Compensation is built around a percentage-of-assets model supplemented by performance-based fees, and the firm does not present itself as an ESG investor. It is not designated as a multi-state adviser, does not act as a capital allocator, and is not affiliated with related advisers or pension consulting services.

Assets & Accounts

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

Owners & executives

2 of 2
  • Seth Lowry

    Deputy Chief Investment OfficerCRD 5331985

  • Adam Stern

    Chief Financial OfficerCRD 6300919

Contacts

1 of 1
  • Paul Ghaffari

    MemberCRD 1727355

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth