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 that registers as an SEC adviser in 2025 and serves an institutional client base. Ownership is a mix of a domestic entity and an individual. The firm’s primary advisory activity is portfolio management for investment companies, and it charges both a percentage-of-AUM fee and performance-based fees, which suggests compensation tied to asset levels and investment performance. The adviser is not classified as an active ESG investor, is not multi-state, and is not identified as a capital allocator or pension consultant. The firm is listed as not newly formed despite the SEC registration year, and it has no related adviser relationship noted in the source data.

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
  • 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth