FALCON INVESTMENT ADVISORS, LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 161548
- Registered since
- March 30, 2012
- Website
- www.falconinvestments.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Falcon Investment Advisors, LLC is a privately held investment adviser that focuses on managing pooled private investment vehicles for institutional clients. The firm acts as sponsor, general partner and managing member of those vehicles, running strategies that are concentrated in private equity while also maintaining exposure to private credit. Falcon structures its engagements with a fee model that includes both a percentage of assets under management and performance-based fees, consistent with active, closed-end private fund management. Falcon registers with the SEC (registered in 2012) and positions itself as an institutional manager rather than a retail adviser. The firm identifies as an active ESG investor, indicating that environmental, social and governance factors are incorporated into investment review or monitoring across at least some of its funds. Falcon does not operate as a multi-state adviser, is not a pension consultant and is not categorized as a capital allocator in the snapshot data — the emphasis is on direct fund management and operator-level roles in private vehicles.
Assets & Accounts
Investments & Alternatives
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
1 of 1JOHN SCHNABEL
Managing Partner and Chief Investment OfficerCRD 5265381
Contacts
3 of 4JASON ASH
Managing DirectorCRD 4784285
MATTHEW PROUT
Managing PartnerCRD 4006208
SVEWVIRICH GRASSHOFF
PartnerCRD 4017604
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 116 Huntington Ave
- Time zone
- ET (UTC-5)
- Office locations
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