VARIANT PERCEPTION
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 334510
- Registered since
- November 25, 2025
- Fee structure
- Percentage of AUM, Subscription Fees, Other
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment CompaniesPublication of Periodicals
Firm profile
FINTRXOverview
Variant Perception operates as a small, institutional-focused advisory firm that combines portfolio management for pooled investment vehicles with a subscription-style research or publication offering. The firm’s business mixes traditional advisory fees (percentage of AUM) with recurring subscription revenue and other fee arrangements, indicating a hybrid model: asset management plus paid research or newsletter products. Its stated advisory activities center on running investment companies and publishing periodicals or newsletters, which suggests the firm’s decision-making is research-driven and designed to serve institutional allocation needs rather than retail households. Variant Perception is not an active ESG investor and does not present itself as a pension consultant or capital allocator.
Assets & Accounts
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
Owners & executives
3 of 3Tianxia Yang
CEO and Head of ResearchCRD 8151903
PATRICK SHEEHAN
CEOCRD 2053134
Libby Liebig
Chief Compliance OfficerCRD 2385467
Contacts
1 of 1Patrick Sheehan
CRD 8235705
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
MECKLENBURG
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- MECKLENBURG
- Address
- 6836 Carnegie Blvd
- Time zone
- ET (UTC-5)
- Office locations
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