ISV MANAGEMENT COMPANY, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WEST PALM BEACH, Florida
CRD number
317760
Registered since
January 6, 2022

Firm profile

FINTRX

Overview

ISV Management Company, LLC is a limited liability company that registered with the SEC in 2022 and is owned by an individual. The firm is not classified under a standard advisor bucket in the available records and does not present itself as a capital allocator or as an active ESG investor. Its disclosed business activity centers on sponsoring and acting as the general partner/managing member of pooled investment vehicles rather than operating as a traditional multi-state advisory firm or pension consultant.

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

2 of 2
  • ALAIN HARRUS

    Manager and MemberCRD 6129436

  • ROBERT ETHIER

    Co-Founder and Managing PartnerCRD 7475512

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
222 Lakeview Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth