About Us

Why F/m Investments and F/m Mutual Funds

F/m Investments brings innovative, performance-driven investment managers from around the world and across asset classes to advisors and institutional investors. F/m Mutual Funds represents one way to access select strategies offered by F/m Investments.

We believe that active portfolio management by our boutique manager partners can produce the long-term results that are vital for investors to capture performance, mitigate risk, and reach
their goals.

Our flexible structure enables F/m to provide distinctive investment solutions from across the spectrum of investment strategies and vehicles, encompassing traditional and alternative investments; mutual funds, separately managed accounts, and model delivery; and registered and private funds.

F/m Acceleration, F/m Investments and F/m Funds

6

 

Investment Managers and Research Partners

24

 

Investment Strategies and Mutual Funds

$1.4 billion

Approx. Assets Under
Management

$1.7 billion

Approx. 3rd Party Assets Under Administration

(as of 12/31/2020)

F/m Investments, LLC (FMI) is an SEC registered investment adviser serving F/m mutual funds and separately managed accounts. F/m Acceleration LLC (FMA), which is not a registered investment adviser, provides trading, operational, and administrative services. FMI had approximately $1.4 billion in Assets Under Management (AUM) as of 12/31/20. FMA, the owner of FMI, maintained approximately $3 billion in Assets under Administration (AUA), including the AUM of FMI and approximately $1.7 billion of AUA from third parties as of 12/31/20.​

Given the significant differences between separately managed accounts and mutual funds, investors should consider the differences in expenses, tax implications, and the overall objectives between separately managed accounts and mutual funds before investing. Past performance of the strategy/separately managed account is not indicative of future performance of the fund.