Double Duty Money Management LLC

Double Duty Money Management LLC is a registered investment adviser founded in April 2023 and based in New York. The firm offers discretionary investment management services through separately managed accounts, specializing in various equity and multi-asset strategies tailored to client investment objectives. Clients grant full discretionary authority to Double Duty for investment decisions. The firm does not manage assets on a non-discretionary basis and generally does not customize strategies based on individual client needs. As of December 31, 2024, Double Duty managed $44,022,589 of regulatory assets under management on a discretionary basis. Regarding fees, management fees for separately managed accounts vary based on the investment strategy, account size, and other factors. Fees are negotiable and may differ among client accounts. Double Duty charges an asset-based management fee quarterly, based on the asset value of the account. Clients may also incur additional fees for brokerage commissions, expenses for investing in various products, and taxes associated with investments. The firm does not charge performance-based fees and has policies in place to address conflicts of interest related to side-by-side management. Double Duty does not have a minimum account size requirement but recommends $25 million for institutional clients and $1 million for individuals. The firm does not engage in paid solicitors for client referrals and does not accept or maintain custody of client accounts. Double Duty exercises investment discretion over client accounts, subject to agreed-upon limitations, and has established proxy voting policies to act in the best interests of clients.