PPrivate Fund Data Log in Join · $37/mo

Muntz Financial, LLC

● SEC registered since 2024CRD 145971SEC# 801-131242Doylestown, PA
Export (members)
Ranks #5,149 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$153.2M
Fund GAV
$1.8M
Private funds
1
Employees
3
Accounts
229
Location
Doylestown, PA

Muntz Financial, LLC assets under management

Muntz Financial, LLC is a registered investment adviser overseen by the SEC based in Doylestown, PA. The firm has been registered since 2024. It reports $153.2 million in regulatory assets under management and employs 3 people. Muntz Financial, LLC manages 1 private fund with combined gross assets of $1.8 million, including Gs4 Fund, LLC. By regulatory assets, it ranks 5,149 of 5,911 private fund managers.

Muntz Financial, LLC private funds

1 funds · $1.8M GAV
FundTypeGross assetsMin.
Gs4 Fund, LLCHedge$1.8M$50K

Muntz Financial, LLC owners & executives

1 reported
NameTitleOwnershipSince
David Michael Muntz ControlPresident/Chief Compliance OfficerOver 75%2007

Frequently asked questions

How much does Muntz Financial, LLC manage?

Muntz Financial, LLC reports $153.2 million in regulatory assets under management on its Form ADV.

How many private funds does Muntz Financial, LLC manage?

Muntz Financial, LLC manages 1 private funds with combined gross assets of $1.8 million.

How many employees does Muntz Financial, LLC have?

Muntz Financial, LLC reports 3 employees.

Where is Muntz Financial, LLC located?

Muntz Financial, LLC is based in Doylestown, PA and has been SEC-registered since 2024.

Does Muntz Financial, LLC disclose fund performance?

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

Contact & registration

Address108 N. Main Street, Suite 202, Doylestown, PA 18901
Phone215-262-6909
Fax610-500-5683
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$153.1M
Non-discretionary$104K
Total (RAUM)$153.2M

Service providers

Administrator