Continental Advisors LLC

RIASEC RegisteredEst. 2025
Total AUM
$190M
Discretionary
$190M
100% of AUM
Avg account
$190M
Accounts
1
Employees
2
Advisory reps
1

Firm details

Headquarters
,
CRD number
109788
Registered since
May 1, 2025
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Continental Advisors LLC is an LLC-structured investment manager registered with the SEC in 2025 that operates as a hedge fund adviser focused on pooled investment vehicles. The firm’s stated clientele is institutional, and its core advisory activity is portfolio management for pooled funds. Ownership is individual, and its fees are charged as a percentage of assets under management. The firm is not identified as an active ESG investor, is not a multi-state adviser, and does not provide pension consulting or family office services in the available data.

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
  • David Purcell

    Managing Member And Chief Compliance OfficerCRD 2248736

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 7

Active vs passive

$17.4M in ETFs

Passive

100%

$17.4M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ALERIAN MLP ETF (AMLP)PassiveEnergy Limited Partnership$3.9M74,72322.28%

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth