Technologies Abx
Firm details
- Headquarters
- ,
- CRD number
- 337681
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Corporations / Businesses50.84%
- Pooled Investment Vehicles36.62%
- HNWI12.53%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Technologies Abx is organized as a limited liability company and is classified as an institutional registered investment adviser. The firm serves institutional clients while also offering portfolio management services for individuals and small businesses. Its compensation combines a percentage-of-AUM component with performance-based fees, a structure consistent with managers that employ both liquid public strategies and fee-bearing alternative vehicles. The adviser is not flagged as an active ESG investor, is not registered as a multi-state adviser, and is not identified as a capital allocator in the source record. Industry affiliations indicate the firm acts as an investment adviser and sponsor and has roles as a general partner or managing member of pooled investment vehicles.
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 Equities85%
- Cash & Cash Equivalents15%
Owners & executives
1 of 1Santiago Carranza
Founder, President and Chief Compliance OfficerCRD 8134459
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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