Focus Strategies Merchant Banking, LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 172021
- Registered since
- March 2, 2015
- Website
- focus-strategies.com
Firm profile
FINTRXOverview
Focus Strategies Merchant Banking, LLC is organized as a limited liability company and is recorded as having registered with the SEC in 2015. The firm is classified as an investment bank and its ownership is listed as a combination of a domestic entity and an individual. The dataset identifies the firm as not acting as a capital allocator and not positioning itself as an active ESG investor. Regulatory and service-designation flags in the source indicate the firm is not a multi-state adviser, is not a newly formed adviser, and is not identified as a pension consultant or a related adviser. The available profile does not provide detailed descriptions of fee arrangements, a client base, or granular business and advisory activities.
Assets & Accounts
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
Contacts
3 of 10
Dulcinea Everson
Managing DirectorCRD 2508645

Jeffrey Heller
Vice President and TreasurerCRD 3139370

James Sandlin
Managing DirectorCRD 4428785
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 7600 N Capital Of Texas Hwy
- Time zone
- CT (UTC-6)
- Office locations
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