HEADLIGHT PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Charlotte, North Carolina
CRD number
332446
Registered since
January 8, 2025

Firm profile

FINTRX

Overview

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

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
  • NORMAN SALEM

    CRD 6069247

  • John Zollicoffer

    Partner and CCOCRD 7187408

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth