Three Dots Advisory LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 342640
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Three Dots Advisory LLC is an individually owned limited liability company that provides portfolio management services for individual investors and small businesses. The firm’s public profile is limited; available records do not specify an SEC registration year or a broader institutional classification. Its operating model is small and owner-centric rather than structured as a capital allocator or multi-adviser platform. Fee arrangements at Three Dots Advisory LLC are flexible: the firm uses a combination of percentage-of-AUM billing, hourly charges, and performance-based fees. That mix suggests they accommodate both ongoing discretionary relationships and project-based or incentive-linked engagements. The firm does not identify itself as an active ESG investor, and it does not list pension consulting or related-adviser activities among its services. Public disclosures do not provide further detail on portfolio holdings, asset totals, or the use of alternative investments.
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Yuheng Fu
FounderCRD 7836777
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 132 E 35th St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
MQS Management, LLC
RIANew York, NY
Robeco Institutional Asset Management US Inc
RIANew York, NY
AWM Investment Company Inc
RIANew York, NY
Van Eck Associates Corp.
RIANew York, NY
Voya Alternative Asset Management LLC
RIANew York, NY
Mackay Shields LLC
RIANew York, NY