Cary Street Partners
Firm details
- Headquarters
- Richmond, Virginia
- CRD number
- 128089
- Registered since
- December 15, 2003
- Website
- carystreetpartners.com
Firm profile
FINTRXOverview
Cary Street Partners is organized as a limited liability company and has been SEC-registered since 2003. FINTRX categorizes the firm as unclassified; the data also flags it as not functioning as a capital allocator and not identifying as an active ESG investor. The snapshot records the owner type as a domestic entity and individual, and notes that the adviser is not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The firm earned placement on Barron's Top 100 RIA Firms list in both 2024 and 2025, indicating recurring recognition within that publication's rankings.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5
Thomas Tullidge
Chief Strategy OfficerCRD 2858022

Hsueh-liang "leon" Chen
Chief Technology OfficerCRD 2416132

Matthew Rubin
Managing Director, Chief Investment OfficerCRD 3057508
Contacts
3 of 80
Theodore Brown
Head of ResearchCRD 4307809

Astrid Blazek
DirectorCRD 4719127

Andre Pineda
Managing Director, Financial AdvisorCRD 4573625
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Richmond, VA
Richmond City
Location
Richmond, VA
Headquartered in Richmond, VA, in the South of the United States.
- Region
- South
- County
- Richmond City
- Address
- 901 E Byrd St
- Time zone
- ET (UTC-5)
- Office locations
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