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Stf Management Lp
SEC-regulated
Registered investment advisor
STF Management, LP is a registered investment adviser established in August 2014, based in Frisco, TX. The firm specializes in offering advisory services such as Exchange Traded Fund management, market timing services, and educational seminars. They have entered into an agreement with Hennessy Advisors, Inc. to manage actively managed ETFs. The firm's investment strategies include the Tactical Unconstrained Growth & Income ETF and the Tactical Unconstrained Growth ETF, focusing on the NASDAQ-100 Index and US Treasury bonds.
STF Management does not have account minimums and manages assets totaling $232,431,528 as of February 28, 2025. The firm charges a management fee for ETFs based on the daily average net asset value. They do not participate in wrap fee programs but may refer clients to third-party money managers, receiving compensation for such referrals. The firm does not engage in performance-based fees or side-by-side management.
STF Management follows a Code of Ethics to prevent conflicts of interest in personal trading and has discretionary authority over client securities. The firm votes on proxies for client securities and does not have financial conditions that could impair meeting contractual commitments. Clients are provided with detailed information on the firm's investment strategies, fee structures, and potential risks associated with investments.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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