BLACK RAVEN INVESTMENTS, LLC
Firm details
- Headquarters
- CELEBRATION, Florida
- CRD number
- 289853
- Website
- black.raven.investments
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles80.45%
- Individuals9.84%
- HNWI9.71%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Black Raven Investments, LLC is a small, privately held investment adviser organized as an LLC and categorized in FINTRX as a private equity fund. The firm serves both individual/family and institutional clients and bills on a percentage-of-assets-under-management basis. Its advisory mandate covers discretionary portfolio management for individuals and small businesses as well as for pooled investment vehicles. Black Raven does not report being an active ESG investor and appears to operate out of a single-state footprint.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Derivatives14%
- Cash & Cash Equivalents5%
- Exchange Traded Equities3%
- Private Funds2%
Contacts
2 of 2Pamela Jones-Wyatt
MemberCRD 6877500
James Hall
Managing MemberCRD 6852098
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CELEBRATION, FL
OSCEOLA
Location
CELEBRATION, FL
Headquartered in CELEBRATION, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- OSCEOLA
- Address
- 1420 Celebration Blvd
- Time zone
- ET (UTC-5)
- Office locations
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