CROFT & BENDER, LP

Broker-DealerFINRA MemberEst. 2017
Total AUM
Accounts
0
Advisory reps
22
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
46680
Registered since
February 18, 2017

Firm profile

FINTRX

Overview

Croft & Bender, LP is organized as a limited partnership that operates primarily as a broker‑dealer and as a sponsor/manager of pooled investment vehicles. The firm has been registered with the SEC since 2017 and is structured to act as a general partner and managing member for private investment funds rather than as a traditional retail advisory firm. Its regulatory footprint indicates limited advisory activity: the business model centers on arranging, managing and administering private vehicles while supporting capital-raising and placement functions through its broker‑dealer capacity. The firm is not identified as an active ESG investor and does not present itself as a multi‑state advisory platform.

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

Owners & executives

1 of 1
  • Lee Anderson

    Chief Financial OfficerCRD 6529253

Contacts

3 of 21
  • ERIK ZALENSKI

    Managing DirectorCRD 4562881

  • Matthew Collins

    Investment Banking AssociateCRD 7723618

  • Andrew Abernathy

    AnalystCRD 7924289

Unlock 18 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
4401 Northside Pkwy NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth