FIRMAMENT ADVISORS PARALLEL IV, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
326863
Registered since
May 5, 2023

Firm profile

FINTRX

Overview

Firmament Advisors Parallel IV, LLC is a limited liability company formed in 2023 that appears structured around private investment vehicles rather than a traditional retail advisory practice. The firm is owned by an individual and is categorized as unclassified in filing data. It is not registered as a multi-state adviser and is not identified as an active ESG investor. Regulatory and business-role descriptors indicate Firmament Advisors Parallel IV functions as an adviser/sponsor and as a general partner or managing member of pooled investment vehicles. That positioning suggests the firm’s primary activity is operating and managing one or more private funds rather than providing broad-based advisory services to individual retail clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

1 of 1
  • ROWENA SARDELLI

    Chief Financial OfficerCRD 4853567

Contacts

2 of 2
  • Parris Boyd

    PartnerCRD 7710883

  • CHRISTOPHER SMITH

    Founding PartnerCRD 2784478

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
50 Rockefeller Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth