ALTERNATIVE MANAGEMENT

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MIAMI, Florida
CRD number
336489
Registered since
May 1, 2025

Firm profile

FINTRX

Overview

Alternative Management is a corporation that operates primarily as an adviser to pooled private investment vehicles rather than as a traditional retail wealth manager. The firm is SEC-registered as of 2025 and is owned by an individual. Its public filings and activity indicate it functions as a sponsor and general partner, and it also has broker-dealer related affiliations tied to its fund-sponsoring activities. The firm is not identified as an active ESG investor, is not organized as a multi-state adviser, and is not presented as a pension consultant or related adviser. The firm’s investment focus centers on private funds, with private equity representing the most prominent allocation. Rather than managing separate account relationships for individual clients, the business model is built around forming, managing and operating pooled vehicles where the firm acts as GP, managing member and sponsor.

Assets & Accounts

Investments & Alternatives

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

Contacts

1 of 1
  • Casey Brian

    CRD 7907372

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
390 NE 191st St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth