OP PREF EQUITY ADVISER, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
NASHVILLE, Tennessee
CRD number
315211
Registered since
July 20, 2021

Firm profile

FINTRX

Overview

OP Pref Equity Adviser, LLC is an SEC-registered limited liability company formed in 2021 that operates primarily as a sponsor and manager of pooled investment vehicles. The firm’s regulatory profile and activity indicate it functions more as a private fund sponsor and general partner than as a traditional retail wealth manager: it is listed as a real estate broker and a sponsor/GP/managing member of pooled vehicles and limited partnerships. The adviser is not identified as an active ESG investor, is not multi-state registered for advisory activity, and does not present itself as a pension consultant or capital allocator to third-party managers. Investment emphasis centers on private fund structures and sponsor-led transactions rather than public market advisory relationships. The firm’s name and its registered activities suggest a focus on preferred-equity-style positions and sponsor-driven equity in private deals, frequently structured through limited partnership vehicles where the adviser serves as GP or managing member.

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

Owners & executives

1 of 1
  • James Granberry

    Chief Compliance OfficerCRD 7388476

Contacts

1 of 1
  • Justin Albright

    ManagerCRD 7388480

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NASHVILLE, TN

DAVIDSON

Location

NASHVILLE, TN

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

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
DAVIDSON
Address
54 Music Sq E
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth