NEW TERRITORY ADVISORS
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 305434
Firm profile
FINTRXOverview
New Territory Advisors operates as a limited liability company focused on managing pooled investment vehicles rather than running a traditional advisory book of individual client accounts. The firm is registered in roles consistent with commodity pool operator (CPO) and commodity trading advisor (CTA) activity and is identified as a sponsor, general partner or managing member of at least one pooled fund. Those classifications indicate the firm's investment activity centers on fund-level management and trading strategies rather than providing broad retail advisory services. New Territory Advisors is not flagged as an active ESG investor and does not report multistate advisory activity or pension consulting as part of its profile.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1AARON STEPHENS
Chief Investment OfficerCRD 4187057
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 24 Greenway Plz
- Time zone
- CT (UTC-6)
- Office locations
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