ETC INVESTMENT ADVISORS LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 162253
- Registered since
- March 27, 2012
Firm profile
FINTRXOverview
ETC Investment Advisors LLC operates primarily as a manager of pooled investment vehicles rather than a traditional retail advisory firm. Its registered activity centers on sponsoring and acting as general partner and managing member of at least one pooled vehicle, with a clear emphasis on venture capital investing. The firm does not position itself as an ESG-focused allocator and is not structured as a multi-state retail adviser; its business model appears focused on fund formation, portfolio company selection, governance and exit execution rather than delivering one-off advisory relationships or mass retail account service.
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
Contacts
3 of 5DAMIAN WELLS
Managing DirectorCRD 5195605
PATRICK SWEARINGEN
Managing PartnerCRD 4391113
JOHN CLARK
Managing DirectorCRD 2311139
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 5956 Sherry Ln
- Time zone
- CT (UTC-6)
- Office locations
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