Pythagorean Trading, LLC

CRD#300290
Investment Advisor Firm

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Overview

Pythagorean Trading, LLC operates as a financial advisor company based in Stamford, Connecticut. The firm manages $233.3 million in assets throughout one account, making it a mid-tier firm in the nation by assets under management (AUM). Pythagorean Trading, LLC has a small team of three employees, all of whom are financial advisors. Pythagorean Trading, LLC is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are tradable financial assets like equities, options and bonds.

Pythagorean Trading, LLC administers all of its client assets on a discretionary basis. Discretionary management means that a portfolio manager has the discretion to make buy and sell decisions for the client's account without needing to seek client consent. The company's average account size is $233.3 million. The typical financial advisor at Pythagorean Trading, LLC oversees fewer than one client account, making it one of the most personalized financial advisor firms in the country.

The firm's main office is at The Metro Center, Stamford, Connecticut 6902. Pythagorean Trading, LLC is legally registered to provide services to clients in the state of Connecticut.

Assets Under Management

$233.3 million

Number of Advisors

3

Disclosures

No

Office Location

The Metro Center
Stamford, CT 06902

Pythagorean Trading, LLC by the Numbers

Total Assets Under Management

$233.3 million

National Average: $3.7 billion
Total Number of Employees

3

National Average: 29
Total Number of Accounts

1

National Average: 2,073
Average Account Size

$233.3 million

National Average: $1.8 million

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Fee Structure

Fees for financial advisory services typically depend on the type of financial services provided. However, fee types charged by the firm likely include some blend of the following fee types: performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.

Available

  • Offered by 17% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Offered by 12% of firms

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

Unavailable

  • Find one of the 74% of firms that offer this fee type

    Percentage of Assets

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    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Find one of the 35% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 2% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 40% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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Types of Clients

Pythagorean Trading, LLC provides services to pooled investment vehicles. Pythagorean Trading, LLC's biggest client is pooled investment vehicles. About 100% of its customers reside abroad.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 100%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Pythagorean Trading, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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This content was compiled from the SEC and FINRA