RESIDENCY ADVISORS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
,
CRD number
338865

Firm profile

FINTRX

Overview

Residency Advisors, LLC operates as a small, privately held limited liability company that functions primarily as a sponsor and general partner for pooled investment vehicles. The firm does not report a retail advisory client base or multi-state advisory activity; instead its activity centers on managing at least one private investment vehicle. Its classification is unclassified and it is not identified as an active ESG investor or a pension consultant. The firm's public filings indicate a focus on venture capital-style allocations: it serves as sponsor, general partner and managing member of pooled funds, which implies hands-on portfolio management, deal sourcing and oversight of portfolio companies. There is no public detail on specific sector or stage focus, but the size of the vehicle it manages suggests a strategy directed toward early-stage or small institutional venture investments rather than large buyout or broadly diversified long-only mandates.

Assets & Accounts

Investments & Alternatives

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
  • Kevin Carter

    Chief Compliance OfficerCRD 7069104

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth