Titan Advisors, LLC

RIASEC RegisteredEst. 2006
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$41.4M
Accounts
37
Employees
25
Advisory reps
9

Firm details

Headquarters
Stamford, Connecticut
CRD number
135805
Registered since
January 26, 2006
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles94.9%
  • Insurance Companies5.1%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Titan Advisors, LLC is a privately held investment manager that operates as a multi-strategy fund sponsor and allocator. Founded and SEC-registered in 2006, the firm functions as a hedge fund and private equity fund manager while also acting as a capital allocator to third-party managers. Its client base is institutional, and its registered activities include serving as a commodity pool operator/commodity trading advisor (CPO/CTA), sponsoring and managing pooled investment vehicles, and selecting other advisers. The firm provides portfolio management across pooled vehicles, institutions and smaller private clients. Its fee arrangements include asset-based fees, fixed fees and performance-based compensation. Titan does not self-identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Owners & executives

3 of 3
  • Monica Reyes Grajales

    Monica Reyes Grajales

    General Counsel & Chief Compliance OfficerCRD 7057277

  • Andrew Miranda

    Andrew Miranda

    Principal and Chief Financial OfficerCRD 2359548

  • Philip Lombino

    Philip Lombino

    Principal & Chief Operating OfficerCRD 7714740

Contacts

3 of 6
  • Brian Walsh

    Brian Walsh

    Principal & Senior AdvisorCRD 5075048

  • Frank Stone

    DirectorCRD 1692210

  • Patrick Campo

    Patrick Campo

    Registered RepresentativeCRD 4039210

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, CT, 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
Fairfield
Address
750 Washington Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth