MVOLUTION PARTNERS LLC

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

Firm details

Headquarters
SUMMIT, New Jersey
CRD number
324328
Registered since
December 14, 2022

Firm profile

FINTRX

Overview

Mvolution Partners LLC is a small, LLC-structured adviser registered with the SEC in 2022 that primarily operates as a manager of private funds rather than a traditional retail RIA. The firm’s public profile shows limited client-facing advisory activity: it is classified as an unclassified domestic entity and is not identified as a capital allocator or an active ESG investor. The firm does not present itself as a multi-state adviser or pension consultant, which suggests a narrow operational footprint and a focus on fund-level management rather than broad advisory services to retail or institutional accounts. Investment activity centers on structured credit and securitized assets. Given the firm’s footprint and the types of funds it advises, investment decisions are likely driven by credit analysis, relative-value trading across securitized product markets, and active management of duration and tranche-level exposure. The firm’s operations appear geared toward pooled vehicle management rather than offering separately managed accounts.

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
  • Vincent Van Heyste

    Founding PartnerCRD 7669039

  • MICHAEL WEINMANN

    Founding PartnerCRD 3015384

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

SUMMIT, NJ

UNION

Location

SUMMIT, NJ

Headquartered in SUMMIT, NJ, 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
UNION
Address
61 Edgewood Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth