Traditional Digital
Firm details
- Headquarters
- ,
- CRD number
- 339823
- Registered since
- January 2, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Traditional Digital is a limited liability company that advises institutional clients through portfolio management for pooled investment vehicles. The firm acts as sponsor, general partner and managing member of its pooled vehicles, and charges a combination of percentage-of-AUM and performance-based fees. Its business model centers on running and managing pooled structures rather than retail advisory relationships; the regulatory profile notes SEC registration and an institutional client base. Traditional Digital is not an active ESG investor and does not operate as a multi-state adviser or a dedicated capital allocator. The firm’s structure and advisory activities suggest it focuses on pooled, manager-run strategies where it may retain operational and governance roles (sponsor/GP), while delegating specific portfolio management or strategy execution to internal teams or third-party managers.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Harris Bogner
Chief Compliance OfficerCRD 2758877
Contacts
2 of 2Michael Pruner
Partner, Head of OperationsCRD 4052787
Christopher Cecere
Head of TradingCRD 4831311
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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