FITHIAN LLC
Adviser information for FITHIAN LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 18 | $135.8M |
| Non-Discretionary | 62 | $2.4M |
| Total | 80 | $138.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 63 | $60.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $72.9M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $4.5M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 3 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-111059 |
|---|---|
| SEC ERA File Number | 801-111059 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 287509 |
| Legal Entity Identifier | None |
Principal Office
654 MADISON AVENUESUITE 1603
NEW YORK
NY
United States
Monday - Friday, 8:00 AM - 6:00 PM
Tel: 212-593-2828, Fax: None
Chief Compliance Officer
MATTHEW TAMBELLINI
CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER
654 MADISON AVENUE
SUITE 1603
NEW YORK
NY
United States
Tel:
212-593-2828
M**********@*************M
(Full email address available in API data)
Regulatory Contact
TATIANA POUSCHINE
FOUNDER, PORTFOLIO MANAGER, AND MANAGING MEMBER
654 MADISON AVENUE
SUITE 1603
NEW YORK
NY
United States
Tel:
212-593-4848
T*********@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| POUSCHINE, TATIANA, BOLDYREFF | Individual | – | FOUNDER, PORTFOLIO MANAGER, AND MANAGING MEMBER | 01/2016 | > 75% |
| Tambellini, Matthew | Individual | – | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, AND CHIEF FINANCIAL OFFICER | 05/2023 | < 5% |