FIELDSONG INVESTMENTS, LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 330590
Firm profile
FINTRXOverview
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
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 1Scott Beavers
Chief Operating OfficerCRD 7885640
Contacts
1 of 1Yuval Taylor
Portfolio ManagerCRD 7885642
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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