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 registered with the SEC as an investment adviser in 2023. The firm is listed as an unclassified adviser and its ownership is described as a mix of a domestic entity and an individual. Public filings identify the firm as neither a capital allocator nor an active ESG investor; it is not marked as a multi-state adviser, pension consultant, or a related adviser. Publicly available material for OM Partners is sparse: the firm has not disclosed details about its advisory model, client segments, fee schedules, or specific business activities in the FINTRX summary used here.

Assets & Accounts

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

3 of 7
  • Bennett Crain

    Investment Banking AnalystCRD 8125765

  • NICHOLAS CARTEAUX

    Partner, Co-FounderCRD 2648301

  • JACK JEONG

    PartnerCRD 5580812

Unlock 4 more contacts

Wealth teams

FINTRX

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