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 a limited liability company registered as an institutional RIA in 2022 and owned by an individual. The firm serves institutional clients and reports advisory activity centered on portfolio management for investment companies. Its fee arrangements include percentage-of-AUM, fixed fees and other fee structures. FINTRX indicates the adviser does not position itself as an active ESG investor and is not identified as a pension consultant or related-adviser.

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

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Location

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Headquartered in , null.

Office locations

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