FUNDAMENTAL INVESTMENT SERVICES, LLC
CRD #330232 SEC #801-129948 1-917-495-9582
SEC Registered Private Funds
Total AUM
$38.4M
Discretionary
$38.4M
Employees
3
Clients
--
Accounts
2
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 5, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GONZALEZ, CARLOS, JAVIER | I | CHIEF COMPLIANCE OFFICER | NA | |
| GONZALEZ, CARLOS, JAVIER | I | CHIEF COMPLIANCE OFFICER | NA | |
| GONZALEZ, CARLOS, JAVIER | I | CHIEF COMPLIANCE OFFICER | NA | |
| GONZALEZ, CARLOS, JAVIER | I | CHIEF COMPLIANCE OFFICER | NA | |
| GONZALEZ, CARLOS, JAVIER | I | CHIEF COMPLIANCE OFFICER | NA | |
| GONZALEZ, CARLOS, JAVIER | I | CHIEF COMPLIANCE OFFICER | NA | |
| GONZALEZ, CARLOS, JAVIER | I | CHIEF COMPLIANCE OFFICER | NA | |
| GONZALEZ, CARLOS, JAVIER | I | CHIEF COMPLIANCE OFFICER | NA | |
| GONZALEZ, CARLOS, JAVIER | I | CHIEF COMPLIANCE OFFICER | NA | |
| GONZALEZ, CARLOS, JAVIER | I | CHIEF COMPLIANCE OFFICER | NA | |
| SANTAMARIA, JOSE, A | I | CHIEF INVESTMENT OFFICER | NA | |
| SANTAMARIA, JOSE, A | I | CHIEF INVESTMENT OFFICER | NA | |
| SANTAMARIA, JOSE, A | I | CHIEF INVESTMENT OFFICER | NA | |
| SANTAMARIA, JOSE, A | I | CHIEF INVESTMENT OFFICER | NA | |
| SANTAMARIA, JOSE, A | I | CHIEF INVESTMENT OFFICER | NA | |
| SANTAMARIA, JOSE, A | I | CHIEF INVESTMENT OFFICER | NA | |
| SANTAMARIA, JOSE, A | I | CHIEF INVESTMENT OFFICER | NA | |
| SANTAMARIA, JOSE, A | I | CHIEF INVESTMENT OFFICER | NA | |
| SANTAMARIA, JOSE, A | I | CHIEF INVESTMENT OFFICER | NA | |
| SANTAMARIA, JOSE, A | I | CHIEF INVESTMENT OFFICER | NA | |
| CANO, GUSTAVO, A. | I | CHIEF EXECUTIVE OFFICER | E | Control |
| CANO, GUSTAVO, A. | I | CHIEF EXECUTIVE OFFICER | E | Control |
| CANO, GUSTAVO, A. | I | CHIEF EXECUTIVE OFFICER | E | Control |
| CANO, GUSTAVO, A. | I | CHIEF EXECUTIVE OFFICER | E | Control |
| CANO, GUSTAVO, A. | I | CHIEF EXECUTIVE OFFICER | E | Control |
| CANO, GUSTAVO, A. | I | CHIEF EXECUTIVE OFFICER | E | Control |
| CANO, GUSTAVO, A. | I | CHIEF EXECUTIVE OFFICER | E | Control |
| CANO, GUSTAVO, A. | I | CHIEF EXECUTIVE OFFICER | E | Control |
| CANO, GUSTAVO, A. | I | CHIEF EXECUTIVE OFFICER | E | Control |
| CANO, GUSTAVO, A. | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PLATFORM FL, LLC | DE | OWNER | E | Control |
| PLATFORM FL, LLC | DE | OWNER | E | Control |
| PLATFORM FL, LLC | DE | OWNER | E | Control |
| PLATFORM FL, LLC | DE | OWNER | E | Control |
| PLATFORM FL, LLC | DE | OWNER | E | Control |
| PLATFORM FL, LLC | DE | OWNER | E | Control |
| PLATFORM FL, LLC | DE | OWNER | E | Control |
| PLATFORM FL, LLC | DE | OWNER | E | Control |
| PLATFORM FL, LLC | DE | OWNER | E | Control |
| PLATFORM FL, LLC | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CANO, GUSTAVO, A. | I | PLATFORM FL, LLC | E | Control |
| CANO, GUSTAVO, A. | I | PLATFORM FL, LLC | E | Control |
| CANO, GUSTAVO, A. | I | PLATFORM FL, LLC | E | Control |
| CANO, GUSTAVO, A. | I | PLATFORM FL, LLC | E | Control |
| CANO, GUSTAVO, A. | I | PLATFORM FL, LLC | E | Control |
| CANO, GUSTAVO, A. | I | PLATFORM FL, LLC | E | Control |
| CANO, GUSTAVO, A. | I | PLATFORM FL, LLC | E | Control |
| CANO, GUSTAVO, A. | I | PLATFORM FL, LLC | E | Control |
Registrations
Federal
IA
Feb 5, 2025 REGISTERED
Notice Filings (1)
NY
Address
Phone: 1-917-495-9582