Tennext LLC
Firm details
- Headquarters
- ,
- CRD number
- 337549
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.89%
- Individuals20.11%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Keanon Swan
CCO, Managing MemberCRD 8120061
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Landcasted Capital Management LLC
RIAWaconia, MN
Panther Asset Management, Inc.
RIAIn-Christ Asset Management, LLC
RIAPlano, TX
Comus Investment, LLC
RIAErlang101 Capital Management LLC
RIAFishers, IN
Sound Investment Advice, LLC
RIAIssaquah, WA