Multi Fund Management Inc (Louisville)

Multi Fund Management Inc is an adviser based in Louisville. It manages $55.43 million of regulatory assets for 188 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Kentucky and Texas.

Multi Fund Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Multi Fund Management: assets under management

The assets under management (AUM) of Multi Fund Management Inc is $55.43 million. The firm's AUM has grown by 105% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $51.27 million in discretionary accounts and $4.16 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $294.67 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $297.13 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Multi Fund Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Multi Fund Management Inc

Stephen Goodman has been acting as President since 1 Feb 1994. David Handmake joined the executive team most recently as the Ceo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Stephen Goodman	President	1 Feb 1994	50% - 75%	2468227
David Handmake	Ceo	1 Mar 1996	50% - 75%	2704941
David Handmaker	Ceo	1 Mar 1996	50% - 75%	2704941
David Sidney Handmaker	President	1 Mar 1996	75% - 100%	2704941

Based in Louisville

The principal office where Multi Fund Management Inc performs its advisory services is located at 7508 New Lagrange Road, Louisville, KY 40222, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.