LARSEN MACCOLL PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2013
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WAYNE, Pennsylvania
CRD number
167321
Registered since
March 26, 2013

Firm profile

FINTRX

Overview

Larsen Maccoll Partners is a corporate advisor that operates primarily as a sponsor and manager of pooled investment vehicles. The firm is registered with the SEC and has been active since 2013. Its core activity is acting as sponsor/GP/managing member of private funds rather than operating as a traditional advisory practice serving retail or high-net-worth advisory accounts. The firm is not identified as an active ESG investor, is not a multi-state adviser, and does not present itself as a capital allocator to outside strategies — instead it structures and runs its own funds. Investment focus centers on privately held assets: the firm’s fund lineup is weighted toward private equity and real estate strategies. That positioning indicates a preference for illiquid, sponsor-led deals where the firm can exercise control as general partner or managing member. Given the small number of office locations and the fund-centric business model, portfolio construction and manager selection appear to be executed in-house with an emphasis on direct sponsor management of underlying assets.

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
  • CHRISTOPHER DAVIS

    Chief Financial Officer and Chief Operating OfficerCRD 6176912

Contacts

2 of 2
  • JEFFREY LARSEN

    Managing PartnerCRD 2927605

  • TIMOTHY MACCOLL

    Managing PartnerCRD 2929002

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WAYNE, PA

DELAWARE

Location

WAYNE, PA

Headquartered in WAYNE, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
DELAWARE
Address
353 W Lancaster Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth