Salt Marsh Investments, LLC

RIASEC Registered
Total AUM
$790K
Discretionary
$790K
100% of AUM
Avg account
$158K
Accounts
5
Employees
1
Advisory reps
2

Firm details

Headquarters
,
CRD number
154538
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies69.6%
  • Pension & Profit Sharing Plans20.55%
  • Other9.85%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Salt Marsh Investments, LLC is a small, privately owned hedge fund adviser that focuses on managing pooled investment vehicles for institutional clients. The firm operates under a limited liability company structure and charges both a percentage-of-assets fee and performance-based fees, an arrangement that signals an emphasis on active management and alignment of interests with investors. Investment activity centers on equity exposure—both exchange-traded public equities and equity-oriented strategies inside its pooled vehicles—while the firm also allocates to alternative strategies, principally private equity and hedge fund structures. Salt Marsh Investments is not positioned as an ESG investor and appears to run a compact, single-office operation focused on a limited institutional client base.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 79%, Non-Exchange Traded Equities 21%79%
  • Exchange Traded Equities79%
  • Non-Exchange Traded Equities21%

Owners & executives

2 of 2
  • Norman Prouty

    Norman Prouty

    Chairman and Chief Executive OfficerCRD 1367549

  • J Cooper

    J Cooper

    President, COOCRD 1719149

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth