Fithian LLC

Fithian, LLC is a registered investment adviser based in New York, established in January 2016. The firm specializes in providing discretionary investment advisory services to clients through separately managed accounts (SMAs). Fithian's investment strategy focuses on publicly-traded equity securities and does not participate in wrap fee programs. As of December 31, 2024, the firm managed $149,094,325 million in assets under management on a discretionary basis, with the expectation of managing more in the future. Clients are charged management fees ranging from 0% to 1.50% based on assets under management, billed quarterly in arrears. Performance fees may also be charged, generally 20% of outperformance over the MSCI ACWI index. Fithian may invest in non-U.S. securities, subject to associated risks. The firm's investment philosophy involves in-depth research and a long-term investment horizon. Fithian acts as a fiduciary and implements policies to address conflicts of interest. The firm has discretion over client accounts, with the ability to vote on client securities. Fithian complies with custody rules and has procedures in place for proxy voting. The firm's Code of Ethics ensures that client interests are prioritized. Fithian does not compensate for client referrals and maintains financial stability. Clients can request additional information, including the firm's Privacy Notice, from the Chief Compliance Officer.