RESIDENCY ADVISORS, LLC
Firm details
- Headquarters
- ,
- CRD number
- 338865
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Kevin Carter
Chief Compliance OfficerCRD 7069104
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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