F/M Investments is an investment advisor in Washington with $1.87 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
841772859
SEC advisor number
801-116853
FINRA CRD number
304405
AUM ?
$1.87 bn
(as of 16 May 23)
Accounts
1,287
(as of 16 May 23)
Employees
18
(16 investment advisory or research)
Office hours
Monday - Friday, 8:30AM - 5:00PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Swendiman, Matthew, Ashley | Chief Compliance Officer | 05/2019 | < 5% |
F/M Acceleration LLC | Owner | 05/2019 | > 75% |
Morris, Alexander, Robert | Chief Investment Officer | 05/2019 | < 5% |
Diffractive Managers Group, LLC | Owner | 01/2023 | > 75% |
Diffractive Managers Group Payco, LLC | Member | 10/2018 | > 75% |
1251 Financing Company, LLC | Member | 10/2018 | > 75% |
1251 Capital Group, Inc | Managing Member | 10/2018 | > 75% |
1251 Capital Group Holdings, LLC | Shareholder | 10/2018 | |
Hailer, John, Thomas | Member/manager | 01/2018 | 50-75% |
Maguire, Christopher, James | Member | 07/2016 | |
Wilson, Michael, Arthur Ross | Member | 07/2016 | |
Brizius, Charles, Albert | Member/manager | 06/2016 |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 Apr 24
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
1 May 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
4 Nov 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
4 Aug 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
20 Jul 22