FPV MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
JACKSON, Wyoming
CRD number
321785
Registered since
May 10, 2022

Firm profile

FINTRX

Overview

FPV Management, LLC is a privately held limited liability company that registered with the SEC in 2022. The firm is owned by an individual and is not positioned as a multi-state adviser, pension consultant, or capital allocator; it does not identify as an active ESG investor. Its primary role is as a sponsor, general partner and managing member of pooled investment vehicles rather than as a traditional retail advisory shop.

Assets & Accounts

Investments & Alternatives

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

2 of 2
  • WESLEY CHAN

    Co-FounderCRD 6468745

  • PEGAH EBRAHIMI

    Co-Founder and Managing PartnerCRD 4200141

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

JACKSON, WY

TETON

Location

JACKSON, WY

Headquartered in JACKSON, WY, in the West of the United States.

Region
West
County
TETON
Address
680 S Cache St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth