Financial Futures LTD Liability Co.
Financial Futures Ltd Liability Co. is an SEC-registered investment adviser headquartered in Brielle, New Jersey. Established in 2021, the firm manages investment portfolios for a diverse set of individual clients, including both high net worth and retail individuals, as well as a small number of charitable and pension plans. With 5 employees (80% in investment roles), the firm reported assets under management of approximately $217.4 million as of March 2025. Financial Futures Ltd Liability Co. primarily serves United States persons and maintains full discretionary management for its clients.
Investment Strategy
Financial Futures Ltd Liability Co. utilizes a discretionary investment management approach, constructing diversified portfolios focused on liquid public securities such as stocks and ETFs. The firm's 13F filings show broad exposure to equities and fixed income, and the client base consists predominantly of individuals, including high net worth clients. No pooled investment vehicles or institutional mandates are indicated, reflecting a focus on personalized wealth management and long-term capital appreciation through diversified asset allocation.
Top Holdings
Equity Positions (63)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VCIT | VANGUARD SCOTTSDALE FDS | 8.07% | $15.1M | 181,589 | $78.08 | $82.92 | +$161.5K |
P PYLD | PIMCO ETF TR | 7.43% | $13.9M | 522,165 | $25.72 | $26.54 | -$2.0M |
S SPHY | SPDR SERIES TRUST | 6.90% | $12.9M | 541,068 | $23.61 | $23.80 | +$692.3K |
J JEPI | J P MORGAN EXCHANGE TRADED F | 6.23% | $11.6M | 204,582 | $57.60 | $56.85 | +$132.3K |
S SPLG | SPDR SERIES TRUST | 6.20% | $11.6M | 159,189 | $58.23 | $72.69 | +$1.6M |