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FRACTAL INVESTMENTS LLC

· CRD 311767 · IAPD ↗ · fractalinvestments.net · (860) 839-0257

$734.7MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
February 2025 — FRACTAL INVESTMENTS LLC reported RAUM up 33% ($514.7M -> $683.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
March 2024 — FRACTAL INVESTMENTS LLC crossed $500M in regulatory AUM ($456.8M -> $514.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.