$136.2M Total AUM
$135.4M Disc. AUM
24.7% 3Y CAGR
6 Employees
74 ADV. Clients
10 yrs Firm Age
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- Custodian
- BNY Mellon · Charles Schwab & Company · Northern Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2016
- Office Locations
- 1
Office Locations
654 Madison Avenue Suite 1603 NEW York NY
About Fithian LLC
Fithian LLC is a New York-based boutique manager running a long-only global equity strategy focused on high-quality businesses for institutional investors and high net worth individuals. Public filings indicate the strategy is primarily implemented via ETFs, and the firm operates across retail and institutional channels.
Team overview
41 AVG AGE
$45.4M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
4.8 yrs AVG TENURE
6 Employees
3 Advisory Reps
0 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Momentum north Atlas pathway
Client Personas
Beacon
Custodian
Timber optima North signal Summit Timber frontier Ridge Foundation wave
Investment Themes
Unison pathway
Services
Legacy Vector
Owner & Executives
TATIANA BOLDYREFF POUSCHINE
FOUNDER, Managing Member, Portfolio Manager
- CRD
- --
- Ownership
- 75% or more
(467) 587-6467
capital.bridge@wavecapital.com
in linkedin.com/in/vital-vital
S
STEPHEN ANDREW BARANOWSKI
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(679) 458-4404
vector.vital@crestcapital.com
in linkedin.com/in/beacon-vector
E
Ember radial
Vector capital
- CRD
- #55277
- Ownership
- 20.6%
(437) 724-7698
foundation.vital@zenithcapital.com
in linkedin.com/in/element-glacier
Showing 2 of 3 owners & executives
Unlock allContacts
WILLIAM N MEDLEY
--
- CRD
- #4476137
(338) 287-2768
beacon.crest@oakcapital.com
in linkedin.com/in/value-wave
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $135,431,010 | $1,962,768 |
| Non-Discretionary | $741,984 | $148,397 |
| Total | $136,172,994 | $1,840,176 |
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Separately Managed Accounts
Total SMA Asset: $136,172,994
Equity - Exchange:
39.3% Cash:
22.9% Public Funds:
37.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,442,920,707 | 39.3% |
| Cash | $1,423,483,059 | 22.9% |
| Public Funds | $2,349,679,459 | 37.8% |
| Total | $6,216,083,225 | 100.0% |