IEROS INVESTMENTS LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
FOLSOM, California
CRD number
338894

Firm profile

FINTRX

Overview

Ieros Investments LLC operates as a compact sponsor and manager of pooled investment vehicles, with its primary public footprint tied to acting as sponsor, general partner and managing member. The firm does not report a retail advisory client base; instead its activity centers on running at least one private pooled vehicle. Ieros is not positioned as a multi-state registered adviser, does not report active ESG investing, and is classified as an unclassified adviser with an individual ownership structure. Investment-level detail on specific trading style or sector focus is not disclosed. What is clear is that the firm’s operational role is on the private-vehicle side of the market rather than offering broad advisory services to retail or institutional advisory 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

Owners & executives

1 of 1
  • Rany Elsayed

    Founder and CEOCRD 8169666

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

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Location

Primary office

FOLSOM, CA

SACRAMENTO

Location

FOLSOM, CA

Headquartered in FOLSOM, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area
Sacramento-Roseville, CA
Region
West
County
SACRAMENTO
Address
50 Iron Point Cir
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth