FIELDSONG INVESTMENTS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
330590

Firm profile

FINTRX

Overview

Fieldsong Investments, LLC operates as a limited liability company focused on various financial activities, including the sale of financial products. The firm does not classify itself within a specific advisory category and does not engage in capital allocation. Fieldsong Investments primarily functions as an investment adviser and sponsor, managing pooled investment vehicles. It has a unique position in the market, although it does not actively pursue ESG (Environmental, Social, and Governance) investments.

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

Owners & executives

1 of 1
  • Scott Beavers

    Chief Operating OfficerCRD 7885640

Contacts

1 of 1
  • Yuval Taylor

    Portfolio ManagerCRD 7885642

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
111 N Wabash Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth