Asset ManagerRIA · CRD 153698SEC-Registered

Updated:

Custom Funds Management LLC

CUSTOM FUNDS MANAGEMENT LLC is an SEC-registered investment adviser with $22 million in regulatory assets under management. The firm has 2 employees and 2...

Custom Funds Management LLC

CUSTOM FUNDS MANAGEMENT LLC is an SEC-registered investment adviser with $22 million in regulatory assets under management. The firm has 2 employees and 2 investment advisers. It operates with a small team.

General information

Firm type

Asset Manager

Frequently asked questions

Who controls Custom Funds Management LLC?

No named principals or ownership structure for Custom Funds Management LLC are publicly available. The firm's registration as a limited liability company does not disclose controlling parties. Without filings or official communications, the operators remain unidentified.

What is the investment strategy of Custom Funds Management LLC?

The firm's name suggests it manages customized investment mandates, but no specific strategy — such as asset class focus, geographic preference, or stage targeting — has been confirmed. Public records do not indicate any portfolio holdings or deal participation.

Does Custom Funds Management LLC manage assets for external clients?

It is unclear whether Custom Funds Management LLC serves external clients or operates as a proprietary vehicle. No AUM figures, client references, or regulatory filings as an investment adviser have been identified in public sources.

What is the legal structure of Custom Funds Management LLC?

Custom Funds Management LLC is registered as a limited liability company. This structure is commonly used for investment vehicles due to liability protection and tax flexibility. The specific state of registration is not publicly noted.

How can one verify the existence or activity of Custom Funds Management LLC?

Without a verified website, LinkedIn presence, or public filings, verification is limited to state-level business registry searches (if jurisdiction is known). The firm appears to maintain no public marketing or disclosure presence as of mid-2026.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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