PEARL STREET EQUITY, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
327594

Firm profile

FINTRX

Overview

Pearl Street Equity, LLC operates as a limited liability company focused on investment activities. The firm engages in managing pooled investment vehicles, acting as a sponsor, general partner, and managing member. While it does not classify itself under a specific category, it demonstrates a commitment to investment management, particularly in the realm of private funds. The firm is not recognized as an active ESG investor and does not operate as a multi-state adviser.

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

Contacts

2 of 2
  • William Duffy

    Managing MemberCRD 7784028

  • Zachariah Jamail

    Managing MemberCRD 7784036

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
3571 Far West Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth