FOLLOW-ON MANAGEMENT LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
ENGLEWOOD, Colorado
CRD number
324674

Firm profile

FINTRX

Overview

Follow On Management LLC operates as a limited liability company with a focus on investment management. The firm is classified as unclassified and does not engage in capital allocation or pension consulting. While it does not actively pursue ESG investments, it maintains a presence in the financial advisory landscape. The firm appears to have a singular focus, primarily advising on hedge funds, reflecting a specialized approach to investment management.

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

Contacts

3 of 3
  • ZACH PASHEL

    Managing Director, Co-FounderCRD 4655702

  • William Garnsey

    DirectorCRD 7682078

  • JOHN SIMMONS

    Global Head of Business DevelopmentCRD 2106286

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ENGLEWOOD, CO

DENVER

Location

ENGLEWOOD, CO

Headquartered in ENGLEWOOD, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DENVER
Address
5 Cherrymoor Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth