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Untitled Investments Lp
SEC-regulated
Registered investment advisor
Untitled Investments LP is a financial advisor firm based in New York, NY, established in January 2019. The firm specializes in providing investment advisory services to private funds through a master feeder structure. Untitled also advises single holding private investment vehicles. The firm manages $599,296,489 in regulatory assets under management as of December 31, 2023, all on a discretionary basis. Untitled charges a management fee of 1.25% - 1.5% for the Master Fund and the Feeder Funds, and a 1% management fee for the single holding private investment vehicles. The firm follows a discretionary investment management approach based on the investment guidelines set forth in the relevant governing and offering documents of the Funds. Untitled's investment strategy focuses on creating a portfolio of 10 to 15 global publicly traded equities within specific industries. The firm's investment philosophy includes seeking strong long-term returns and avoiding unfamiliar industries. Untitled conducts due diligence on investment opportunities and uses leverage as part of its trading program. The firm has established policies and procedures for trade aggregation, allocation, and review of accounts. Untitled complies with the Custody Rule and has established proxy voting policies and procedures. The firm has not been subject to any disciplinary actions and has no financial commitments impairing its ability to meet obligations to clients.
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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