Relative Sentiment Technologies, LLC

RIASEC RegisteredEst. 2022
Total AUM
$105M
Discretionary
$0
0% of AUM
Avg account
$105M
Accounts
1
Employees
1
Advisory reps
5

Firm details

Headquarters
,
CRD number
318050
Registered since
February 9, 2022
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Relative Sentiment Technologies, LLC is an SEC-registered investment adviser organized as a limited liability company. The firm is structured as an individually owned adviser and focuses on institutional clients, providing portfolio management services for investment companies. Its advisory model is non-discretionary in practice: the firm offers strategy, oversight and model management while clients retain trading authority. The firm reports a mixed fee schedule that includes a percentage-of-AUM component alongside fixed fees and other arrangements, which is consistent with serving a single institutional mandate where fee negotiation and bespoke billing are common. Relative Sentiment Technologies, LLC is not an active ESG investor, is not registered as a multi-state adviser, and does not present itself as a capital allocator or pension consultant.

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
  • Wesley Gray

    Wesley Gray

    CIO & CEOCRD 4233964

  • Raymond Micaletti

    Raymond Micaletti

    Co-Founder and CIOCRD 5527496

Contacts

3 of 3
  • George Patton

    George Patton

    Co-FounderCRD 7476215

  • David Babulak

    David Babulak

    Co-FounderCRD 4975856

  • Briton Yonge

    Briton Yonge

    Co-FounderCRD 7491520

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