T&T Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 158407
- Registered since
- April 18, 2024
- Website
- www.ttvalueinvesting.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- Other Investment Advisers40.72%
- HNWI30.13%
- Individuals28.98%
- Corporations / Businesses0.17%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
T&T Capital Management is organized as a limited liability company and is SEC-registered as of 2024. The firm is individually owned and serves primarily individual and family clients, offering portfolio management for individuals, small businesses and institutions. It also produces periodical publications or newsletters as part of its advisory activities. Fees are charged on a percentage-of-AUM basis alongside other fee arrangements. The firm reports it is not an active ESG investor and has an industry affiliation as a real estate broker.
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 Equities42%
- Public Funds/Mutual Funds36%
- Cash & Cash Equivalents16%
- Investment Grade Corp Bonds3%
- Derivatives2%
Owners & executives
3 of 3
Timothy Travis
Chief Executive Officer and FounderCRD 4698981
Peter Travis
Chief Operating OfficerCRD 5830345
Joel Kelner
CFOCRD 5865866
Contacts
2 of 2
Scott Altenburg
Managing DirectorCRD 2357667
Mitchell Fee
Senior Investment AdvisorCRD 5950554
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$56.3M in ETFs
32%
$18M
68%
$38.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JANUS HENDERSON AAA CLO ETF (JAAA) | Janus Henderson | Active | Ultrashort Bond | $23.5M | 467,405 | 41.79% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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