Firmiacer Investment LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Firmiacer Investment LLC provides discretionary investment advisory services to high‑net‑worth individuals as well as to pooled investment vehicles and institutional investors, including separately managed accounts and private funds intended for sophisticated and institutional investors. The firm states that fees for private funds and separately managed accounts, including any performance‑based fees, are described in the funds’ legal documentation.
The firm’s investment approach seeks long‑term growth of capital through fundamental, bottom‑up analysis of equity issuers, typically employing a focused, non‑diversified, buy‑and‑hold strategy and generally avoiding the use of leverage. The brochure notes that private funds may engage in short selling and that concentrated portfolios increase volatility and the potential for significant loss.
Notably, Firmiacer manages pooled vehicles and accepts performance‑based compensation for certain funds and accounts and also provides services to institutional clients, arrangements the brochure identifies as creating potential side‑by‑side conflicts that the firm addresses with allocation policies and account review procedures. The brochure also discloses that supervised persons invest in recommended securities and that the firm may use soft‑dollar arrangements for sell‑side research on occasion, matters investors should weigh alongside the firm’s proxy‑voting practices.
Client services
Expertise
Fee options
Performance-based fees are charged as described in the legal documentation for private funds and separately managed client accounts; applicable to qualified clients with at least $1 million under management or meeting other specific criteria.
Account minimum: $1,000,000
Main office
Darien CT
Advisors at this office
1
Most active in
Connecticut
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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