BIG LEAGUE ADVANTAGE

RIASEC RegisteredEst. 2022
Total AUM
$548M
Discretionary
$548M
100% of AUM
Avg account
$91.4M
Accounts
6
Employees
39
Advisory reps
7

Firm details

Headquarters
Washington, District of Columbia
CRD number
291999
Registered since
August 2, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Big League Advantage is an LLC that operates as a private equity manager and adviser to pooled investment vehicles. The firm registered with the SEC in 2022 and predominantly serves institutional clients. It both sponsors and acts as the general partner/managing member of pooled vehicles, providing portfolio management for those funds rather than offering one-on-one advisory relationships. Compensation includes a percentage-of-AUM component alongside performance-based fees. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser or a pension consultant. Ownership is reported as a mix of domestic entities and individuals. Big League Advantage does not position itself as a capital allocator in the sense of allocating outside institutional capital across other managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Kelly McCusker

    Chief Financial OfficerCRD 7507435

  • MICHAEL SCHWIMER

    President, CEOCRD 6895694

  • PETER WRIGHT

    GENERAL PARTNER, CIOCRD 1328622

Contacts

3 of 4
  • JONATHAN BOYER

    GENERAL COUNSEL & HEAD OF LIMITED PARTNER RELATIONSCRD 7607936

  • KIERAN GOODWIN

    AdvisorCRD 2170535

  • WILLIAM LUBY

    PartnerCRD 6023226

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Washington, DC

DISTRICT OF COLUMBIA

Location

Washington, DC

Headquartered in Washington, DC, 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
DISTRICT OF COLUMBIA
Address
1660 L St NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth