PPrivate Fund Data Log in Join · $37/mo

Fundamental Investment Services, LLC

● SEC registered since 2024CRD 330232SEC# 801-129948
Export (members)
Ranks #5,674 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$38.4M
Fund GAV
$33.8M
Private funds
2
Employees
3
Accounts
2
Location

Fundamental Investment Services, LLC assets under management

Fundamental Investment Services, LLC is an SEC-registered investment adviser. The firm has been registered since 2024. It reports $38.4 million in regulatory assets under management and employs 3 people. Fundamental Investment Services, LLC manages 2 private funds with combined gross assets of $33.8 million, including Hades Receivables Finance Fund Sp. By regulatory assets, it ranks 5,674 of 5,911 private fund managers.

Fundamental Investment Services, LLC private funds

2 funds · $33.8M GAV
FundTypeGross assetsMin.
Hades Receivables Finance Fund SpSecuritized Asset$18.3M$100K
Hades Leveraged Receivables Finance Fund SpSecuritized Asset$15.5M$100K

Fundamental Investment Services, LLC owners & executives

5 reported
NameTitleOwnershipSince
Carlos Javier GonzalezChief Compliance OfficerUnder 5%2024
Gustavo A. Cano ControlChief Executive OfficerOver 75%2024
Jose A SantamariaChief Investment OfficerUnder 5%2024
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Fundamental Investment Services, LLC manage?

Fundamental Investment Services, LLC reports $38.4 million in regulatory assets under management on its Form ADV.

How many private funds does Fundamental Investment Services, LLC manage?

Fundamental Investment Services, LLC manages 2 private funds with combined gross assets of $33.8 million.

How many employees does Fundamental Investment Services, LLC have?

Fundamental Investment Services, LLC reports 3 employees.

Does Fundamental Investment Services, LLC disclose fund performance?

Fundamental Investment Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone1-917-495-9582
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$38.4M
Non-discretionary$0
Total (RAUM)$38.4M

Service providers

Auditor
Administrator