TEAMFUND FM, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
RESTON, Virginia
CRD number
341128

Firm profile

FINTRX

Overview

Teamfund Fm, LLC is organized as a limited liability company and is described in the record as a domestic entity with individual ownership. The firm is classified as an unclassified adviser in the available data and does not report being a multi-state adviser, a pension consultant, or an active ESG investor. Several administrative items (fee schedule, client segmentation, and broader advisory activities) are not provided. The firm’s recorded activity centers on sponsor and general partner roles: it serves as sponsor, GP and managing member of pooled investment vehicles. That positioning indicates the business is structured to run pooled private funds rather than to operate primarily as a traditional retail or institutional investment adviser serving many separate advisory accounts.

Assets & Accounts

Investments & Alternatives

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

Contacts

2 of 2
  • Timothy Ring

    Co-FounderCRD 8259110

  • YOUSUF MAZHAR

    Managing PartnerCRD 2778329

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

RESTON, VA

FAIRFAX

Location

RESTON, VA

Headquartered in RESTON, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
FAIRFAX
Address
11890 Sunrise Valley Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth