Hedgeserv Investment Services LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Raleigh, North Carolina
CRD number
154725
Registered since
April 19, 2011

Firm profile

FINTRX

Overview

Hedgeserv Investment Services LLC is structured as a limited liability company and has been registered with the SEC since 2011. The ownership is identified as a mix of a domestic entity and an individual; the firm’s regulatory classification is listed as unclassified. Public records indicate the firm does not operate as a capital allocator and does not position itself as an active ESG investor. It is not flagged as a multi-state adviser, a pension consultant, or a related adviser. Available filings provide minimal detail about the firm’s explicit advisory or business lines. That limited disclosure makes it difficult to determine whether Hedgeserv focuses on traditional wealth management, institutional servicing, or other back-office/support functions from the information supplied.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Michael Mannella

    Michael Mannella

    Senior Managing DirectorCRD 6630010

  • Eugene Mannella

    Eugene Mannella

    Vice ChairmanCRD 1087172

  • Robert Fortino

    Robert Fortino

    Managing PartnerCRD 1905741

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Raleigh, NC

Wake

Location

Raleigh, NC

Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
Wake
Address
8081 Arco Corporate Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth