WHEELHOUSE 360 ADVISORS LP
Firm details
- Headquarters
- STAMFORD, Connecticut
- CRD number
- 319603
- Registered since
- April 25, 2022
Firm profile
FINTRXOverview
Wheelhouse 360 Advisors LP is a limited partnership that registered with the SEC in 2022. The firm functions primarily as an adviser and sponsor to pooled investment vehicles, acting in capacities such as general partner and managing member rather than as a broad-based retail or multi-state advisory practice. Ownership is listed as a mix of a domestic entity and individual ownership. The firm is not classified as a capital allocator and does not identify as an active ESG investor.
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
1 of 1BRENT MONTGOMERY
General Partner and CEOCRD 7538922
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
STAMFORD, CT
FAIRFIELD
Location
STAMFORD, CT
Headquartered in STAMFORD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 4 Star Pt
- Time zone
- ET (UTC-5)
- Office locations
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