FUNDIFY ADVISORS LLC
Adviser information for FUNDIFY ADVISORS LLC last updated from Form ADV on March 30th, 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 |
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Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 3 |
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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 |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 0 | $0 |
Non-Discretionary | 0 | $0 |
Total | 0 | $0 |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
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 | 0 | $0 |
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 | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
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Compensation | % of AUMFixed fees |
Identifiers
SEC RIA File Number | 801-125725 |
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SEC ERA File Number | 801-125725 |
SEC CIK Numbers | None |
SEC CRD Numbers | 319004 |
Legal Entity Identifier | None |
Principal Office
5900 BALCONES DRIVE#10888
AUSTIN
TX
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: 512-588-2552, Fax: None
Chief Compliance Officer
DIANNE M. MORIN
14715 SEATTLE SLEW PLACE,
ORLANDO
FL
United States
Tel:
305-908-1160 X702
D*****@**********M
(Full email address available in API data)
Regulatory Contact
JOSHUA CHODNIEWICZ
CHIEF EXECUTIVE OFFICER AND FOUNDER
5900 BALCONES DRIVE
#10888
AUSTIN
TX
United States
Tel:
512-588-2552
J***@**********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
Chodniewicz, Joshua | Individual | FUNDIFY INC. | CHIEF EXECUTIVE OFFICER & FOUNDER | 02/2022 | 50-75% |
FUNDIFY INC. | Domestic Entity | – | SOLE MEMBER | 01/2022 | > 75% |
Chodniewicz, Joshua | Individual | – | CHIEF EXECUTIVE OFFICER AND FOUNDER | 01/2022 | < 5% |
Morin, Dianne, Marie | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2024 | < 5% |