TREASURY INTERACTIVE INVESTMENT ADVISERS LLC
Adviser information for TREASURY INTERACTIVE INVESTMENT ADVISERS LLC last updated from Form ADV on March 29th, 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 | Delaware, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 832 | $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 | 832 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesEducational seminars/workshops |
|---|---|
| Compensation | REVENUE SHARING ARRANGEMENT |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 0 |
Identifiers
| SEC RIA File Number | 801-128519 |
|---|---|
| SEC ERA File Number | 801-128519 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 327585 |
| Legal Entity Identifier | None |
Principal Office
68 JAY STREETSUITE 201
BROOKLYN
NY
United States
Monday - Friday, 9:00 AM -5:00 PM
Tel: 6466853046, Fax: None
Chief Compliance Officer
ELIAS ROTHBLATT
PRESIDENT AND TREASURER
68 JAY STREET
SUITE 201
BROOKLYN
NY
United States
Tel:
2066608804
E****@***********P
(Full email address available in API data)
Regulatory Contact
IVAR VONG
SECRETARY
68 JAY STREET
SUITE 201
BROOKLYN
NY
United States
Tel:
5412072012
I***@***********P
(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 |
|---|---|---|---|---|---|
| TREASURY INTERACTIVE INC. | Domestic Entity | – | PARENT | 06/2023 | > 75% |
| Rothblatt, Elias, Magic Kahn | Individual | TREASURY INTERACTIVE INC. | CO-FOUNDER AND CHIEF EXECUTIVE OFFICER | 08/2020 | 25-50% |
| Vong, Ivar | Individual | TREASURY INTERACTIVE INC. | CO-FOUNDER AND CHIEF TECHNOLOGY OFFICER | 08/2020 | 25-50% |
| Rothblatt, Elias, Magic Kahn | Individual | – | PRESIDENT, TREASURER, AND CHIEF COMPLIANCE OFFICER | 08/2023 | < 5% |
| Vong, Ivar | Individual | – | SECRETARY | 08/2023 | < 5% |