ARCHERMAN CAPITAL MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
296997
Registered since
June 4, 2018

Firm profile

FINTRX

Overview

Archerman Capital Management LLC is an SEC-registered investment adviser organized as a limited liability company and operating since 2018. The firm functions primarily as a sponsor and general partner of pooled investment vehicles rather than as a traditional advisory practice to retail or advisory clients. Its regulatory and filing profile indicates it is not positioned as a capital allocator to third‑party managers and it does not identify as an active ESG investor. Firm activities emphasize private fund management: Archerman serves as an adviser, sponsor and managing member for pooled vehicles and acts in GP roles on those funds. That operating model aligns with the firm’s reported fund inventory and suggests its core competency is private markets management rather than retail or wrap-fee advisory relationships.

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
  • HAIFEI ZHANG

    PrincipalCRD 6960918

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
1 Boston Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth