# Poolit Fund Management, LLC

> Poolit Fund Management, LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 12, 2024.

- CRD: 322774
- Filed as: POOLIT FUND MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: September 12, 2024
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/322774
- AdvisorCensus page: https://advisorcensus.com/firm/poolit-fund-management-llc-miami-fl-322774

## Quick answers

**How is Poolit Fund Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Poolit Fund Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Poolit Fund Management, LLC located?**
Poolit Fund Management, LLC's principal office is in Miami, FL, according to its Form ADV.

**Is Poolit Fund Management, LLC registered with the SEC or a state?**
Poolit Fund Management, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322774.

**How much does Poolit Fund Management, LLC manage?**
Poolit Fund Management, LLC reports $0 in regulatory assets under management in its Form ADV filing dated September 12, 2024.

**How have Poolit Fund Management, LLC's assets and staff changed since 2022?**
In the Form ADV data for Poolit Fund Management, LLC: Regulatory assets under management: $0 in the October 2022 data and $0 in the October 2026 data. Total employees: 8 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Poolit Fund Management, LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (2).

**Does Poolit Fund Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/322774

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 2 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- linktr.ee/poolit
- thepoolit.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 8 | August 2, 2022 |
| October 2023 | $0 | 10 | March 31, 2023 |
| October 2024 | $0 | 4 | September 12, 2024 |
| October 2025 | $0 | 4 | September 12, 2024 |
| October 2026 | $0 | 4 | September 12, 2024 |

Regulatory assets under management: $0 in the October 2022 data and $0 in the October 2026 data.
Total employees: 8 in October 2022 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Poolit Fund Management, LLC (CRD 322774): Form ADV filing data as of October 2026.