OM Partners, LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Brentwood, Tennessee
CRD number
323351
Registered since
September 7, 2023

Firm profile

FINTRX

Overview

OM Partners, LLC is organized as a limited liability company and is SEC-registered (registration dated 2023). The firm is classified in the record as "Unclassified" and is owned by domestic interests/individuals rather than an institutional parent. The snapshot data indicates the adviser does not position itself as a capital allocator and does not identify as an active ESG investor. The filing does not provide detail on the firm's target clients, advisory services, fee schedule, or specific business activities.

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

Contacts

3 of 7
  • Bennett Crain

    Bennett Crain

    Investment Banking AnalystCRD 8125765

  • Nicholas Carteaux

    Nicholas Carteaux

    Partner, Co-FounderCRD 2648301

  • Jack Jeong

    Jack Jeong

    PartnerCRD 5580812

Unlock 4 more contacts

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

Brentwood, TN

Williamson

Location

Brentwood, TN

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

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
Williamson
Address
8 Crooked Stick Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth