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 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

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

    CEO and Head of ResearchCRD 8151903

  • PATRICK SHEEHAN

    CEOCRD 2053134

  • Libby Liebig

    Chief Compliance OfficerCRD 2385467

Contacts

1 of 1
  • Patrick Sheehan

    CRD 8235705

Wealth teams

FINTRX

Newly hired reps

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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