SOUTH ATLANTIC ENTERPRISES, INC.
Firm details
- Headquarters
- RALEIGH, North Carolina
- CRD number
- 42790
- Registered since
- February 4, 1998
Firm profile
FINTRXOverview
South Atlantic Enterprises, Inc. is organized as a corporation and has been registered with the SEC since 1998. The firm is privately owned by an individual and is classified in FINTRX as "Unclassified," with limited public reporting about its advisory activities or investment objectives. FINTRX indicates the firm does not act as a capital allocator, is not identified as an active ESG investor, and is not registered as a multi-state adviser. It also shows the firm is not listed as a pension consultant and has no related adviser affiliations reported. Those attributes suggest a narrow, private operating footprint rather than a multi-jurisdictional or institutional-focused advisory platform. The firm has not provided detail on client types, fee arrangements, investment strategies, or manager allocation preferences in the available data. That lack of disclosure makes it difficult to characterize the business model, client segments, or portfolio approach based on the current record.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1ROBERT ABBOTT
Owner, Investment Advisor RepresentativeCRD 1491973
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
RALEIGH, NC
WAKE
Location
RALEIGH, NC
Headquartered in RALEIGH, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- WAKE
- Address
- 4030 Wake Forest Rd
- Time zone
- ET (UTC-5)
- Office locations
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