IHG

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BLUFFTON, South Carolina
CRD number
329841
Registered since
February 22, 2024

Firm profile

FINTRX

Overview

IHG operates as a sponsor, general partner and managing member of pooled investment vehicles, with its visible investment activity concentrated in private real estate funds. The firm’s registration with the SEC in 2024 and its classification as an individual-owner limited liability company point to a small, sponsor-driven platform that structures and manages closed-ended real estate vehicles rather than offering broad retail advisory services. IHG is not identified as an active ESG investor, is not a multi-state adviser and does not position itself as a pension consultant or related adviser. Given its roles as sponsor and GP, the firm’s allocation focus centers on sourcing, underwriting and asset-managing real estate opportunities within pooled fund structures. That operating posture implies control over capital structure, partner-level investment decisions and the execution of value realization plans (asset management, leasing, repositioning and disposition) typical of sponsor-led real estate vehicles.

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
  • JASON WEAVER

    Chief Executive OfficerCRD 8063416

Contacts

2 of 2
  • Steven Libman

    Managing DirectorCRD 7877835

  • Travis Cotter

    PresidentCRD 7877833

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BLUFFTON, SC

BEAUFORT

Location

BLUFFTON, SC

Headquartered in BLUFFTON, SC, in the South of the United States.

Region
South
County
BEAUFORT
Address
110 Traders Cross
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth