Malt Partners Management LLC

RIASEC RegisteredEst. 2025
Total AUM
$36.3M
Discretionary
$36.3M
100% of AUM
Avg account
$18.2M
Accounts
2
Employees
2
Advisory reps
1

Firm details

Headquarters
Nashville, Tennessee
CRD number
337855
Registered since
September 15, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Malt Partners Management LLC is a limited liability company registered with the SEC in 2025 that operates as an institutional RIA focused on serving institutional clients. The firm is owner-operated (individual owner) and combines a percentage-of-AUM fee with performance-based fees. Its regulatory/business footprint includes roles as a commodity pool operator (CPO) or commodity trading advisor (CTA) and as sponsor, general partner, or managing member of pooled investment vehicles. Advisory services are concentrated on portfolio management for pooled funds and for businesses or other institutional entities. The firm is not positioned as an ESG investor and does not present itself as a multi-state adviser, pension consultant, capital allocator, or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Brendan Sullivan

    Chief Executive Officer & Chief Compliance OfficerCRD 4901474

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Nashville, TN

Davidson

Location

Nashville, TN

Headquartered in Nashville, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
Davidson
Address
3835 Cleghorn Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth