Archon Partners LLC

RIASEC RegisteredEst. 2012
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$1.2B
Accounts
1
Employees
4
Advisory reps
3

Firm details

Headquarters
,
CRD number
155756
Registered since
March 29, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Archon Partners LLC is an SEC-registered hedge fund organized as an LLC and operating since 2012. The firm serves institutional clients and is structured to manage pooled investment vehicles; its regulatory and operational footprint includes CPO/CTA activities and roles as sponsor, general partner, or managing member of funds it sponsors. Archon charges a mix of asset-based and performance fees and is not positioned as a capital allocator to third-party managers. The firm is not described as an active ESG investor, does not report multi-state adviser status, and does not advertise pension consulting services. Its owner type is individual, and its business model centers on running one or more pooled investment vehicles rather than separately managed accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

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
  • Christine Olenchalk

    Chief Financial OfficerCRD 2938948

Contacts

2 of 2
  • Bradley Roberts

    OwnerCRD 1296846

  • Joseph Sheehan

    Joseph Sheehan

    PartnerCRD 2460080

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 4

Active vs passive

$90.4M in ETFs

Passive

100%

$90.4M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$52.3M70,00057.86%

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth