Archon Partners LLC

RIASEC RegisteredEst. 2012
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$1.2B
Accounts
1
Employees
4
Advisory reps
3

Firm details

Headquarters
,
CRD number
155756
Registered since
March 29, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Archon Partners LLC is a privately owned hedge fund organized as an LLC and registered with the SEC since 2012. The firm positions itself as a manager of pooled investment vehicles and carries out CPO/CTA activities, acting at times as sponsor, general partner and managing member of those vehicles. Its client base is institutional, and its stated fee model combines a percentage-of-AUM component with performance-based fees. Archon is not identified as an active ESG investor and is not a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

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

Owners & executives

1 of 1
  • Christine Olenchalk

    Chief Financial OfficerCRD 2938948

Contacts

2 of 2
  • Bradley Roberts

    OwnerCRD 1296846

  • Joseph Sheehan

    Joseph Sheehan

    PartnerCRD 2460080

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$45.5M in ETFs

Passive

100%

$45.5M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$45.5M70,000100.00%

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth