SHD MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2015
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
170651
Registered since
March 20, 2015

Firm profile

FINTRX

Overview

SHD Management, LLC is a limited liability company that registered with the SEC in 2015 and operates primarily as a sponsor and general partner, serving as managing member of pooled investment vehicles. The firm is structured around private fund management rather than traditional advisory relationships: it reports an owner-type of “individual” and is not classified as a multi-state adviser, an ESG investor, or a capital allocator in the FINTRX snapshot. Its regulatory profile is minimal and its activities center on operating and managing pooled investment vehicles rather than delivering retail advisory services.

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
  • Andrew Offer

    CEO and PartnerCRD 7240669

Contacts

2 of 2
  • PHILIP ROMANO

    Co-Founder and General PartnerCRD 6304461

  • JAY FITTS

    Co-Founder and General PartnerCRD 6304457

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
8144 Walnut Hill Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth