APPIAN WAY ENERGY PARTNERS, LLC

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

Firm details

Headquarters
CAMBRIDGE, Massachusetts
CRD number
174317

Firm profile

FINTRX

Overview

Appian Way Energy Partners, LLC operates as a limited liability company that functions primarily as a commodity pool operator/commodity trading advisor and as sponsor/GP/managing member of pooled investment vehicles. The firm’s activity centers on managing a single pooled vehicle structured as a hedge fund; the organizational role as CPO/CTA implies a focus on traded instruments and manager-directed positions rather than retail advisory relationships. Public filings indicate the firm is not positioned as a multi-state registered adviser, is not flagged as an active ESG investor, and does not act as a pension consultant. The business model is fund-centric: the firm sponsors and manages a hedge fund product rather than maintaining a roster of advisory client accounts. Given the CPO/CTA designation, the manager is likely to use futures, forwards, swaps and other derivatives along with directional and relative-value strategies suitable for a commodity- and markets-focused fund structure.

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

1 of 1
  • Ann Augustus

    Chief Compliance OfficerCRD 8036520

Contacts

2 of 2
  • DONG SHEN

    Managing PartnerCRD 2907413

  • ABRAM KLEIN

    MemberCRD 6431205

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CAMBRIDGE, MA

MIDDLESEX

Location

CAMBRIDGE, MA

Headquartered in CAMBRIDGE, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
MIDDLESEX
Address
25 Mount Auburn St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth