North Inlet Advisors, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 154297
- Registered since
- January 11, 2011
- Website
- www.northinletgroup.com
Firm profile
FINTRXOverview
North Inlet Advisors, LLC is organized as a limited liability company and is owned by an individual. The firm classifies itself as an investment bank, but publicly available records provide almost no detail about its advisory services, client segments, fee schedules or typical mandates. Available data indicate the firm does not position itself as a capital allocator, is not focused on ESG investing, and does not identify as a multi-state adviser, pension consultant, or related adviser. It is also not marked as a newly formed adviser. Beyond those registry-style attributes, there is little disclosed about its investment approach, target client types, or product lineup.
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5
John Burlingame
Managing PartnerCRD 2634951

David Brant
Senior DirectorCRD 2718478

James Begley
Vice PresidentCRD 7330391
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 2115 Rexford Rd
- Time zone
- ET (UTC-5)
- Office locations
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