RISKNEUTRAL, LLC

RIASEC Registered
Total AUM
$20M
Discretionary
$20M
100% of AUM
Avg account
$20M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
MASON, Ohio
CRD number
286116
Fee structure
Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Riskneutral, LLC is a small, privately held limited liability company that provides investment advisory services to institutional clients. The firm’s stated advisory activity is portfolio management for pooled investment vehicles, and its compensation model includes performance-based fees rather than a pure asset‑based advisory fee. Riskneutral does not identify as an ESG investor, does not act as a capital allocator, and is not registered as a multi‑state adviser. The business appears focused on managing pooled funds or similar collective structures for institutional investors rather than offering retail advisory services. The combination of pooled‑vehicle management and performance fees signals a fund‑style operating model aimed at sophisticated, institutionally oriented counterparties.

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

1 of 1
  • Karthik Venkat Eswar

    CEOCRD 6751121

Contacts

1 of 1
  • Joseph DeSpain

    Registered RepresentativeCRD 6750991

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MASON, OH

WARREN

Location

MASON, OH

Headquartered in MASON, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
WARREN
Address
4770 Duke Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth