HEADLIGHT PARTNERS
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 332446
- Registered since
- January 8, 2025
Firm profile
FINTRXOverview
Headlight Partners is a limited liability company that operates as an adviser and sponsor of pooled investment vehicles. The firm registered with the SEC in 2025 and is organized with an individual owner structure. Rather than running traditional retail or institutional advisory relationships, Headlight Partners functions primarily through its role as a general partner and managing member of private pooled vehicles. It does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm’s public filings and activity point to concentrated private markets work: acting as sponsor and GP for at least one closed pooled vehicle. Headlight Partners is classified as an unclassified adviser in regulatory materials and does not show a client-facing advisory book of retail accounts.
Assets & Accounts
Investments & Alternatives
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
2 of 2NORMAN SALEM
CRD 6069247
John Zollicoffer
Partner and CCOCRD 7187408
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
- 3811 Oldfield Rd
- Time zone
- ET (UTC-5)
- Office locations
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