ETHOS IRR

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN ANTONIO, Texas
CRD number
326269

Firm profile

FINTRX

Overview

Ethos Irr operates as a limited liability company that appears to function primarily as a sponsor and manager of pooled investment vehicles rather than a traditional advisory firm with retail accounts. The firm is identified as an "other investment adviser" and lists activities consistent with serving as a sponsor, general partner, or managing member of private funds, and also carries affiliations as a real estate broker. Reported firm characteristics show it is not a multi-state adviser and is not flagged as an active ESG investor. Public-facing details about its advisory fee schedule, client segments, and broader business lines are not reported. Ethos Irr’s activity profile suggests the manager allocates capital through private vehicles and sponsor-led transactions. The mix of designations implies a focus on direct investments or fund-level sponsorship where the firm acts as GP/sponsor, rather than providing discretionary managed accounts to retail clients.

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

Contacts

3 of 3
  • Troy Van Brunt

    Member and Manager CRD 7782036

  • Michael Reyna

    Managing MemberCRD 7800433

  • James Rector

    Development ManagerCRD 7800440

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN ANTONIO, TX

BEXAR

Location

SAN ANTONIO, TX

Headquartered in SAN ANTONIO, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
BEXAR
Address
12950 Country Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth