RADIAN INVESTMENT MANAGEMENT LLC

RIASEC RegisteredEst. 2023
Total AUM
$429M
Discretionary
$429M
100% of AUM
Avg account
$143M
Accounts
3
Employees
7
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
325109
Registered since
November 6, 2023
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Radian Investment Management LLC is an SEC-registered adviser that provides discretionary portfolio management for pooled investment vehicles with an institutional client base. The firm operates on a percentage-of-assets fee model and focuses its advisory activity on managing pooled structures rather than individual retail accounts. Radian’s registration with the SEC began in 2023, and its ownership structure includes both a foreign entity and individual stakeholders. The firm is not classified under a standard adviser subtype, is not identified as a capital allocator, and does not position itself as an ESG-oriented investor. Investment approach centers on delegated portfolio management for institutional pools. Because all reported assets are discretionary, Radian makes active allocation decisions on behalf of its pooled clients and uses external managers where appropriate. The adviser is not a pension consultant, is not registered as a multi-state adviser, and does not list related-adviser relationships.

Assets & Accounts

Investments & Alternatives

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
  • NICOLAS BARRAZA

    Chief Executive OfficerCRD 6322384

  • CARLITO PAMPOLINA

    Chief Compliance OfficerCRD 5483060

Contacts

3 of 3
  • Jose Bulnes

    ManagerCRD 7704331

  • Rodrigo De La Maza Guzman

    ManagerCRD 7817905

  • Davor Lederer

    ManagerCRD 7704113

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
444 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth