PRAXESS ADVISORS, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
5
Advisory reps
3

Firm details

Headquarters
NASHVILLE, Tennessee
CRD number
328304
Fee structure
Percentage of AUM
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Praxess Advisors, LLC operates as an adviser to pooled private investment vehicles with a focus on private equity and private placements. Structured as a limited liability company and classified as a private equity fund manager, the firm serves institutional clients and acts in sponsor and general partner roles for the vehicles it manages. Its advisory mandate centers on portfolio management for pooled investment vehicles rather than traditional separately managed accounts, and it charges fees on a percentage-of-assets-under-management basis. Praxess Advisors is not positioned as an active ESG investor, is not configured as a multi-state adviser, and does not operate as a pension consultant or related adviser. Its industry affiliations indicate hands-on involvement in fund formation and governance: the firm is identified as a broker-dealer and sponsor in addition to being the managing member or GP of pooled vehicles. That combination suggests the firm both raises capital and directs investment selection and oversight for the funds it runs, rather than functioning solely as a passive allocator.

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 WILDMAN

    Chief Executive OfficerCRD 2992224

Contacts

2 of 2
  • Jennifer Forsyth

    Managing DirectorCRD 4956758

  • Benjamin Smith

    Vice PresidentCRD 8082490

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

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
21 Platform Way S
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth