TULLIS HEALTH INVESTORS

Exempt Reporting AdvisorFINRA MemberEst. 2017
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALM BEACH GARDENS, Florida
CRD number
288036
Registered since
March 29, 2017

Firm profile

FINTRX

Overview

Tullis Health Investors is organized as a limited liability company and registered with the SEC in 2017. The firm functions principally as a sponsor, general partner and managing member of pooled investment vehicles rather than as a traditional retail advisory practice. Its public filings identify a fund-focused operating model: the business centers on structuring and managing private venture capital vehicles and acting as the active manager on behalf of those pooled investors. The adviser is not flagged as an active ESG investor, is not a multi-state adviser and does not list pension consulting or related-adviser activity. Public disclosure does not include a fee schedule or typical client advisory account offerings; instead the operating footprint and vehicle roles indicate a classic GP-driven venture capital manager model.

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
  • STEVEN GINDI

    CFO and CCOCRD 2199774

Contacts

3 of 4
  • DARLENE FRANZE

    Vice President, AdministrationCRD 6046797

  • LINDA TULLIS

    MemberCRD 6318733

  • JOHN TULLIS

    Managing PartnerCRD 2634101

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PALM BEACH GARDENS, FL

PALM BEACH

Location

PALM BEACH GARDENS, FL

Headquartered in PALM BEACH GARDENS, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
11770 US Highway 1
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth