FCA PARTNERS, LLC

RIASEC RegisteredEst. 2023
Total AUM
$910M
Discretionary
$910M
100% of AUM
Avg account
$910M
Accounts
1
Employees
11
Advisory reps
3

Firm details

Headquarters
Charlotte, North Carolina
CRD number
322393
Registered since
December 15, 2023
Custodians
MMAC-FCA TWO, LLC, BRONX APARTMENT PORTFOLIO LLC., HILLTOP FCA VANTAGE JV, LLC
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • State / Municipal Government100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

FCA Partners, LLC is an investment adviser that concentrates on institutional portfolio management with a clear tilt toward equity and real estate-related exposures. The firm operates as a limited liability company and combines advisory services with real estate brokerage activity, signaling an integrated approach to sourcing and managing private real estate and direct equity positions. Its client profile is institutional, and its fee arrangements include a percentage of assets under management along with performance-based components and other fee structures that align the adviser with client outcomes. FCA Partners shows a preference for concentrated, non-exchange traded equity positions rather than a broad public-market ETF or stock sleeve. The adviser does not identify as an active ESG investor and is set up to serve a relatively narrow client base rather than broad retail households.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Non-Exchange Traded Equities 85%, Other 15%85%
  • Non-Exchange Traded Equities85%
  • Other15%

Contacts

3 of 3
  • EDWARD CHERRY

    Managing PartnerCRD 7815758

  • ALBERT LINDEMANN

    Managing PartnerCRD 1292698

  • Henry Tran

    Compliance Testing DirectorCRD 4953170

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Charlotte, NC

MECKLENBURG

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
MECKLENBURG
Address
300 S Tryon St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth