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
10

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 an independent, SEC-registered investment manager organized as an LLC and operating since 2006. The firm functions as both a manager and a capital allocator, serving primarily institutional clients and offering a mix of portfolio management for individuals, pooled vehicles, and institutions, as well as selection of other advisers. It is classified across several fund types, including hedge funds and private equity, and is marked as a CPO/CTA in its business activities. Fee arrangements include percentage-of-AUM, fixed fees, and performance-based fees. Titan does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

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 4
  • CHRISTOPHER PAOLINO

    Co-CIOCRD 3271817

  • Monica Reyes Grajales

    General Counsel & Chief Compliance OfficerCRD 7057277

  • ANDREW MIRANDA

    Principal and Chief Financial OfficerCRD 2359548

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Contacts

3 of 6
  • BRIAN WALSH

    Principal & Senior AdvisorCRD 5075048

  • FRANK STONE

    DirectorCRD 1692210

  • PATRICK CAMPO

    Registered RepresentativeCRD 4039210

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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