Tennext LLC

RIASEC Registered
Total AUM
$424K
Discretionary
$424K
100% of AUM
Avg account
$38.5K
Accounts
11
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
337549
Fee structure
Percentage of AUM
Client types
  • HNWI79.89%
  • Individuals20.11%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Tennext LLC is a small, limited liability advisory firm focused on portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-assets-under-management basis and reports a clear tilt toward publicly traded equities as its primary allocation. Tennext does not identify itself as an active ESG investor and is not registered as a multi-state adviser. While the firm’s classification is unclassified and it is not positioned as a capital allocator, it mixes traditional equity exposure with access to third-party alternative strategies. Given the firm’s stated activities—portfolio management for individual and small business accounts—investment decisions appear aimed at relatively liquid, account-level strategies supplemented by selective alternative allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Keanon Swan

    Keanon Swan

    CCO, Managing MemberCRD 8120061

Wealth teams

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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

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth