Falcons I, LLC

RIASEC RegisteredEst. 2018
Total AUM
$2.7B
Discretionary
$2.7B
100% of AUM
Avg account
$2.7B
Accounts
1
Employees
5
Advisory reps
6

Firm details

Headquarters
Atlanta, Georgia
CRD number
294460
Registered since
April 26, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Falcons I, LLC is a limited liability company operating as an institutional registered investment adviser since 2018. The firm functions as a capital allocator for institutional clients and combines portfolio management for pooled investment vehicles with the selection and oversight of third‑party managers. It also serves in sponsor/GP and managing member roles for pooled vehicles, indicating involvement on both the operational and adviser side of pooled-product structures. The adviser charges both a percentage-of-assets fee and performance-based fees. Falcons I, LLC identifies its owner type as a mix of a domestic entity and an individual. The firm does not describe itself as an active ESG investor, is not designated as a multi‑state adviser, and does not position itself as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • William Eldredge

    William Eldredge

    Chief Compliance OfficerCRD 7655117

  • Michael Colombo

    Michael Colombo

    Chief Risk OfficerCRD 5987426

  • Timothy Saunders

    Timothy Saunders

    Chief Legal Officer and General CounselCRD 7050957

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Contacts

1 of 1
  • Sreeniwas Prabhu

    OwnerCRD 4124628

Wealth teams

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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

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
980 Hammond Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth