PH Partners, LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 130790
- Registered since
- October 5, 2004
- Website
- www.phpartners.com
Firm profile
FINTRXOverview
PH Partners, LLC is structured as a limited liability company that has been SEC-registered since 2004 and is owned by an individual. Public filings classify the firm as an investment bank rather than a traditional money manager or capital allocator. The profile indicates the firm does not identify itself as a capital allocator or an active ESG investor, and it is not registered as a multi-state adviser. Other advisor roles such as pension consultant or related adviser are likewise not indicated. The source material does not describe the firm’s client segments, fee schedule, specific business lines, or the nature of its advisory activities. That limits what can be said about its target clientele or the services it emphasizes beyond the investment bank classification.
Assets & Accounts
Location & Offices
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 15Wayne Chen
FinOpCRD 4779449

Benjamin Perkins
Managing PartnerCRD 3162623

Adam Harrington
PartnerCRD 5018034
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 515 Congress Ave
- Time zone
- CT (UTC-6)
- Office locations
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