D
$83.7M Total AUM
$83.7M Disc. AUM
-- 3Y CAGR
4 Employees
14 ADV. Clients
3 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- AtlasCapital quantum
- Established Date
- 06-05-2023
- Office Locations
- 1
Office Locations
300 Park Avenue 2ND Floor NEW York NY
About Double Duty Money Management LLC
Double Duty Money Management, LLC is an SEC-registered investment adviser managing international and global equity strategies. The firm follows a fundamental, intrinsic value-oriented, contrarian stock-picking discipline focused on buying quality companies at a discount. Serves retail and institutional clients; reported custodians include Interactive Brokers and Vanguard.
Team overview
-- AVG AGE
$27.9M AVG AUM / ADVISOR
$6.0M AVG AUM / CLIENT
1.9 yrs AVG TENURE
4 Employees
3 Advisory Reps
0 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Peak north Meridian Momentum Matrix Legacy vertex
Client Personas
Legacy radial
Custodian
Insight glacier Crest Focus eagle Frontier Oak quantum Oak
Investment Themes
Element North alpha Summit unison Legacy
Investment Vehicles
Insight ember Pathway Capital
Platform
Timber Summit
Services
Ember Alpha momentum
Technology
Focus glacier Radial
Owner & Executives
R
RUPAL JAYESH BHANSALI
Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
(436) 848-8883
bridge.meridian@harborcapital.com
in linkedin.com/in/momentum-wave
K
KINGSTON MARLAND HOLLMAN
Chief Compliance Officer
- CRD
- #5563826
- Ownership
- Less than 5%
(275) 870-6291
radial.zenith@quantumcapital.com
in linkedin.com/in/unison-timber
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,669,173 | $2,460,858 |
| Non-Discretionary | $0 | -- |
| Total | $83,669,173 | $2,460,858 |
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Separately Managed Accounts
Total SMA Asset: $83,669,173
Cash:
51.1% Public Funds:
23.4% Equity - Exchange:
25.5% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $3,932,006,609 | 51.1% |
| Public Funds | $1,800,566,627 | 23.4% |
| Equity - Exchange | $1,962,155,941 | 25.5% |
| Total | $7,694,729,177 | 100.0% |