First Tryon Advisors
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 332377
- Registered since
- September 25, 2024
- Website
- www.firsttryon.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- State / Municipal Government87.37%
- Charitable Organizations12.63%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
First Tryon Advisors is an institutional registered investment adviser organized as a limited liability company and SEC-registered in 2024. Its stated client focus is institutional portfolio management for businesses and other institutions. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees. It does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant. Regulatory and market-facing affiliations include registered broker-dealer activity and registration as a municipal advisor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents53%
- US Government Bonds27%
- State & Local Bonds14%
- Sovereign Bonds5%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Heber Brunnemer
Chief Executive OfficerCRD 2758256
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 6101 Carnegie Blvd
- Time zone
- ET (UTC-5)
- Office locations
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