FALCONS I, LLC

RIASEC RegisteredEst. 2018
Total AUM
$2.7B
Discretionary
$2.7B
100% of AUM
Avg account
$2.7B
Accounts
1
Employees
5
Advisory reps
6

Firm details

Headquarters
Atlanta, Georgia
CRD number
294460
Registered since
April 26, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

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Overview

Falcons I, LLC is a Delaware-style limited liability company that operates as a capital allocator for institutional clients. The adviser has been SEC-registered since 2018 and is organized as a domestic entity with individual ownership. Its stated business model centers on managing and sponsoring pooled investment vehicles and selecting outside managers to execute portions of its strategy. Fee arrangements combine a percentage-of-AUM component with performance-based fees, consistent with its role as a manager and sponsor of pooled funds. Falcons I is not positioned as an ESG investor, does not identify as a multi-state adviser, and does not provide pension consulting. The firm’s industry affiliations list roles beyond pure advisory work — including acting as an adviser/sponsor, general partner, and managing member of pooled investment vehicles — which aligns with both fee structure and its selection-of-advisers activity.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • William Eldredge

    Chief Compliance OfficerCRD 7655117

  • MICHAEL COLOMBO

    Chief Risk OfficerCRD 5987426

  • TIMOTHY SAUNDERS

    Chief Legal Officer and General CounselCRD 7050957

Unlock 2 more executives

Contacts

1 of 1
  • SREENIWAS PRABHU

    OwnerCRD 4124628

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
980 Hammond Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth