ALVERY BARTLETT FUND MANAGEMENT CO.

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAINT LOUIS, Missouri
CRD number
288072

Firm profile

FINTRX

Overview

Alvery Bartlett Fund Management Co. is a corporate investment manager that functions primarily as a sponsor, general partner, and managing member of pooled investment vehicles. The firm’s public profile centers on private-fund activity rather than a broad advisory business to retail or institutional clients. Regulatory details are sparse; the firm is identified as a domestic entity and individual ownership type, is not flagged as an active ESG investor, and is not described as a multi-state adviser or capital allocator.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 3
  • John Williams

    DirectorCRD 6790053

  • Robert Wylie

    DirectorCRD 6790054

  • ALVERY BARTLETT

    PresidentCRD 13975

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAINT LOUIS, MO

SAINT LOUIS

Location

SAINT LOUIS, MO

Headquartered in SAINT LOUIS, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
SAINT LOUIS
Address
8000 Maryland Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth