IMB PARTNERS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BETHESDA, Maryland
CRD number
316685
Registered since
October 11, 2022

Firm profile

FINTRX

Overview

IMB Partners LLC is an SEC-registered advisory firm that appears to operate primarily as a private fund sponsor and manager rather than a traditional retail or high-net-worth advisory shop. Since its SEC registration in 2022, the firm has focused on structuring and advising pooled investment vehicles—most notably private equity funds. The firm is not identified as an active ESG investor and is not classified as a capital allocator to third-party managers; instead its activity centers on funds it advises or sponsors. The available data indicates a compact, fund-centric business model: a small number of funds with concentrated ownership profiles rather than a broad base of individual advisory clients. That profile suggests IMB Partners runs sponsor-driven strategies where governance, deal selection and fund administration are central to its 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

Owners & executives

3 of 4
  • Christopher Bushey

    Chief Financial OfficerCRD 7437878

  • TARRUS RICHARDSON

    Founder and CEOCRD 5668871

  • KELVIN PENNINGTON

    Managing Director, Chief Investment OfficerCRD 1321117

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Contacts

1 of 1
  • Virginia Gallicchio

    Director, OperationsCRD 7437877

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

BETHESDA, MD

MONTGOMERY

Location

BETHESDA, MD

Headquartered in BETHESDA, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
MONTGOMERY
Address
7500 Old Georgetown Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth