IREF CAPITAL PARTNERS LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 334012
- Registered since
- November 22, 2024
Firm profile
FINTRXOverview
Iref Capital Partners LLC is a limited liability company that registered with the SEC in 2024. The firm is owned by an individual and is categorized as unclassified in the FINTRX snapshot. FINTRX indicates the firm is not positioned as a capital allocator, is not an active ESG investor, and does not operate as a multistate adviser or pension consultant. Regulatory and industry activity points to a focus on sponsored pooled vehicles: the firm is identified as a sponsor, general partner, or managing member of pooled investment vehicles and as a sponsor of limited partnerships (outside pooled vehicles). An affiliation with an insurance company is also recorded, suggesting potential relationships on the product or capital side rather than a traditional retail/advisory business.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1EGBERT PERRY
Chief Executive OfficerCRD 7534689
Contacts
3 of 3WALTER DAVIS
Vice ChairCRD 4835413
PETER CVELICH
SVPCRD 8013197
ADETAYO SANUSI
Senior Vice President, Portfolio ManagerCRD 8013194
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 191 Peachtree St NE
- Time zone
- ET (UTC-5)
- Office locations
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