TITAN FUND MANAGEMENT, LLC

RIASEC RegisteredEst. 2017
Total AUM
$251M
Discretionary
$251M
100% of AUM
Avg account
$62.7M
Accounts
4
Employees
28
Advisory reps
3

Firm details

Headquarters
ALBUQUERQUE, New Mexico
CRD number
290562
Registered since
December 21, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Titan Fund Management, LLC is an SEC-registered, LLC-structured investment manager formed to run pooled real estate vehicles for institutional investors. Registered in 2017, the firm is organized to act as sponsor, general partner and managing member of private real estate funds and provides portfolio management for those pooled investment vehicles. Its business profile also includes other financial product sales activities. Titan charges a mix of percentage-of-assets and performance-based fees and does not present itself as a capital allocator to external managers. The firm is not marketed as an active ESG investor and is not designated a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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

Owners & executives

2 of 2
  • JOHN HOLTZ

    Chief Financial OfficerCRD 6874314

  • Adam James

    Partner & Chief Compliance OfficerCRD 7205855

Contacts

1 of 1
  • BEN SPENCER

    PartnerCRD 6874294

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

ALBUQUERQUE, NM

BERNALILLO

Location

ALBUQUERQUE, NM

Headquartered in ALBUQUERQUE, NM, anchoring the Albuquerque-Santa Fe-Las Vegas, NM metro in the West.

Metro area
Albuquerque-Santa Fe-Las Vegas, NM
Region
West
County
BERNALILLO
Address
6300 Riverside Plaza Ln NW
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth