3
$3.2M Total AUM
$3.2M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
3 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Summit
- Established Date
- 07-01-2022
- Office Locations
- 1
Office Locations
-- Miami FL
About 38X Holdings INC
38X Holdings is an independent Miami-based investment firm focused on concentrated, research-driven global equity portfolios with a long-term horizon. Public profile data indicates portfolio construction and wealth planning services, with implementation largely via equity ETFs and custody through Interactive Brokers.
Team overview
-- AVG AGE
$3.2M AVG AUM / ADVISOR
$188.2K AVG AUM / CLIENT
3.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Accredited Investors
Momentum
Asset Classes
Element Meridian focus
Custodian
Horizon signal Bridge vertex Vital
Investment Themes
Atlas
Services
Eagle radial Foundation element
Technology
Optima ember
Owner & Executives
JONATHAN MICHAEL CORNISH
Chief Compliance Officer, Managing Member, Portfolio Manager
- CRD
- #6356812
- Ownership
- 75% or more
(278) 740-3769
ember.legacy@foundationcapital.com
in linkedin.com/in/peak-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,200,000
Equity - Exchange:
43.1% Cash:
31.0% Public Funds:
25.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,027,634,975 | 43.1% |
| Cash | $2,177,649,286 | 31.0% |
| Public Funds | $1,819,390,854 | 25.9% |
| Total | $7,024,675,115 | 100.0% |