FG1 PARTNERS ADVISORS, LP

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
314369
Registered since
November 5, 2024

Firm profile

FINTRX

Overview

FG1 Partners Advisors, LP is a limited liability investment adviser that registered with the SEC in 2024. The firm operates primarily in the private funds space, serving as an adviser, sponsor and general partner to pooled vehicles rather than running a retail advisory practice. The organizational ownership is reported as a mix of a domestic entity and individual ownership, and the adviser is not flagged as an active ESG investor, a multi-state adviser, or a pension consultant. Regulatory and industry data classify FG1 Partners Advisors as an unclassified adviser that performs sponsor and GP roles for pooled investment vehicles. Those activity lines indicate the firm focuses on creating, managing and administering closed-end private funds and related sponsor responsibilities rather than offering broad-based wealth management or multi-state advisory services.

Assets & Accounts

Investments & Alternatives

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
  • QUINN GOLDMAN

    PartnerCRD 5327124

  • STEVEN MEISEL

    Co-Founder and Managing PartnerCRD 5383089

  • ANDREW CHAMBERS

    Co-FounderCRD 4826440

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
5728 Lyndon B Johnson Fwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth