Short Put Yield
Firm details
- Headquarters
- ,
- CRD number
- 331841
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Short Put Yield is an independent registered investment advisor organized as a limited liability company and owned by an individual. The firm focuses on serving individuals and families, offering financial planning and portfolio management services tailored to individuals and small businesses. Its billing options include a percentage-of-AUM fee, hourly charges and fixed fees. Short Put Yield is not identified as an active ESG investor, a capital allocator, or a pension consultant in the available records.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents4%
- Derivatives1%
Contacts
2 of 2
Karsten Jeske
Founder, Co-OwnerCRD 7934993
Karol Raszkiewicz
Co-OwnerCRD 7936368
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Comprehensive Physicians Retirement Investing
RIACyclus Wealth Management
RIAAlpha Private Wealth Advisors LLC
RIASan Francisco, CA
Lighthouse Investment Advisors, Inc.
RIARMG Advisory Services
RIAJackson, MI
Loynd Capital Management
RIAMarblehead, MA