Variant Perception

RIASEC RegisteredEst. 2025
Total AUM
$31.9M
Discretionary
$31.9M
100% of AUM
Avg account
$31.9M
Accounts
1
Employees
1
Advisory reps
4

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

FINTRX

Overview

Variant Perception is organized as a limited liability company and operates as an institutional registered investment adviser. The firm is SEC-registered as of 2025 and serves institutional clients rather than retail households. Its stated advisory activities include portfolio management for investment companies and the publication of periodicals or newsletters, indicating a mix of discretionary portfolio management and research or market commentary distributed via subscription or similar formats. Fee arrangements combine a percentage-of-AUM component with subscription fees and other revenue streams, reflecting a hybrid model that pairs asset-based management with paid research or content. The firm is not positioned as a capital allocator and does not identify as an active ESG investor or a pension consultant. Industry affiliations listed include broker-dealer relationships and classification as another type of investment adviser.

Assets & Accounts

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

3 of 3
  • Tianxia Yang

    Tianxia Yang

    CEO and Head of ResearchCRD 8151903

  • Patrick Sheehan

    Patrick Sheehan

    CEOCRD 2053134

  • Libby Liebig

    Libby Liebig

    Chief Compliance OfficerCRD 2385467

Contacts

1 of 1
  • Patrick Sheehan

    ChairmanCRD 8235705

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth