Acalyx Advisors Inc.

Broker-DealerFINRA MemberEst. 2015
Total AUM
Advisory reps
12
Avg account
$0

Firm details

Headquarters
Arlington, Virginia
CRD number
174667
Registered since
June 29, 2015
Website
acalyx.com

Firm profile

FINTRX

Overview

Acalyx Advisors Inc. is organized as a corporation and is registered with the SEC since 2015. FINTRX classifies the firm as a placement agent rather than a capital allocator, which indicates its primary market-facing role is likely centered on capital-raising, placement and investor introductions for sponsors and fund managers rather than running discretionary investment portfolios. Ownership is reported as a combination of a domestic entity and an individual. The dataset flags several negative attributes that shape how the firm operates: it is not identified as an active ESG investor, not designated as a multi-state adviser, not a pension consultant, and not listed as a related adviser. FINTRX does not populate fields for the firm's client base, fee structure or specific advisory activities in the provided record, so there is limited public detail here about the types of investors they serve or how they price services. As a placement agent by classification, the firm's work typically would emphasize relationships with institutional investors, limited partners and general partners, placement memoranda and capital introduction rather than portfolio construction or direct asset management. For a clearer picture of transaction focus, client types and track record, reviewing regulatory filings (Form ADV), state registrations or direct outreach would be the next step.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Joseph Mcdonald

    Joseph Mcdonald

    Chief Executive OfficerCRD 5329122

Contacts

3 of 11
  • Jennifer Rinehart

    Jennifer Rinehart

    Founder & Senior AdvisorCRD 3265973

  • Sally Gibb

    Sally Gibb

    PartnerCRD 5091836

  • Curtis Lawhorn

    Curtis Lawhorn

    PartnerCRD 5344725

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Arlington, VA

Arlington

Location

Arlington, VA

Headquartered in Arlington, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Arlington
Address
4201 Wilson Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth