TIME VALUE OF MONEY, L.P.

RIASEC Registered
Total AUM
$49.7M
Discretionary
$49.7M
100% of AUM
Avg account
$49.7M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
AUSTIN, Texas
CRD number
134151
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Time Value Of Money, L.P. is a limited partnership operating as a hedge fund that focuses on pooled investment vehicle management for institutional clients. The firm acts as sponsor and general partner/manager of at least one pooled vehicle, positioning itself to control portfolio construction and manager selection for that vehicle. Its reported client base is institutional and its fee model is a percentage of assets under management. Regulatory and operating details are limited in the record provided: the firm is not identified as a multi-state adviser, is not marked as an active ESG investor, and is not described as a newly formed adviser. Advisory activity centers on portfolio management for pooled investment vehicles rather than direct retail advisory relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

1 of 1
  • MICHAEL SHEARN

    ManagerCRD 4935031

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
1405 Spyglass Dr
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth