HENLEY USA, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WEST PALM BEACH, Florida
CRD number
298789
Registered since
July 29, 2022

Firm profile

FINTRX

Overview

Henley USA, LLC is a small, privately organized investment manager formed as an LLC and SEC-registered in 2022. The firm is structured as a domestic entity and reports an “unclassified” adviser profile rather than a traditional multi-state RIA footprint; it does not identify as an ESG investor, pension consultant, or related adviser. Public filings indicate Henley USA acts in sponsor/GP and managing-member roles for pooled investment vehicles, suggesting the firm primarily originates and runs private funds and syndications rather than operating as a traditional retail advisory practice. Henley’s activity is concentrated in non-traditional asset classes: real estate and energy/commodity-related private placements are central to the firm’s strategy, with additional exposure to commodities and oil & gas. The firm appears oriented toward pooled vehicles and private capital structures where it takes an active operational or managing role.

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

1 of 1
  • STUART SAVIDGE

    Managing DirectorCRD 6048064

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WEST PALM BEACH, FL

PALM BEACH

Location

WEST PALM BEACH, FL

Headquartered in WEST PALM BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
510A Evernia St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth