Untitled Investments LP

RIASEC RegisteredEst. 2020
Total AUM
$574M
Discretionary
$574M
100% of AUM
Avg account
$115M
Accounts
5
Employees
10
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
306357
Registered since
March 27, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Untitled Investments LP is a limited partnership, SEC-registered in 2020, that operates as a hedge fund manager serving institutional clients. The firm provides portfolio management for pooled investment vehicles and acts as sponsor/GP/managing member of those vehicles rather than operating as a broad capital allocator. Its fee model combines a percentage-of-assets charge with performance-based fees. The adviser is not an active ESG investor, does not present as a multi-state adviser, and does not position itself as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

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

Owners & executives

1 of 1
  • Neeraj Chandra

    Neeraj Chandra

    Founder & CEOCRD 4690294

Contacts

1 of 1
  • Elizabeth Gerke

    ControllerCRD 5340124

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$13.1M in ETFs

Passive

100%

$13.1M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$13.1M17,584100.00%

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, 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
New York
Address
412 W 15th St
Time zone
ET (UTC-5)
Office locations

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