LACONIA ADVISORY SERVICES LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
321749
Registered since
November 17, 2022

Firm profile

FINTRX

Overview

Laconia Advisory Services LLC operates primarily as a sponsor and general partner that manages pooled investment vehicles rather than as a traditional advisor to retail or institutional advisory accounts. The firm, organized as an LLC and SEC-registered in 2022, serves as the managing member or GP of closed‑end funds and directs capital into venture-style private investments. It does not present itself as an active ESG investor, is not a multi‑state adviser, and is not classified as a capital allocator under its reporting. Investment activity centers on running private funds where Laconia takes the lead governance and deployment role. That positioning implies the firm focuses on sourcing, diligencing and managing portfolio company investments through fund structures rather than offering separate account discretionary management for outside advisory clients. The firm’s profile suggests concentrated relationships with fund investors and hands‑on involvement in fund governance and portfolio oversight.

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
  • Taylor Davidson

    Chief Financial OfficerCRD 7353875

Contacts

2 of 2
  • JEFFREY SILVERMAN

    PartnerCRD 7657929

  • David Arcara

    PartnerCRD 7657930

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

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
276 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth