FCA PARTNERS, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 322393
- Registered since
- December 15, 2023
- Custodians
- MMAC-FCA TWO, LLC, BRONX APARTMENT PORTFOLIO LLC., HILLTOP FCA VANTAGE JV, LLC
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- State / Municipal Government100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
FCA Partners, LLC is an investment adviser that concentrates on institutional portfolio management with a clear tilt toward equity and real estate-related exposures. The firm operates as a limited liability company and combines advisory services with real estate brokerage activity, signaling an integrated approach to sourcing and managing private real estate and direct equity positions. Its client profile is institutional, and its fee arrangements include a percentage of assets under management along with performance-based components and other fee structures that align the adviser with client outcomes. FCA Partners shows a preference for concentrated, non-exchange traded equity positions rather than a broad public-market ETF or stock sleeve. The adviser does not identify as an active ESG investor and is set up to serve a relatively narrow client base rather than broad retail households.
Assets & Accounts
Public Holdings
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
Asset composition
- Non-Exchange Traded Equities85%
- Other15%
Contacts
3 of 3EDWARD CHERRY
Managing PartnerCRD 7815758
ALBERT LINDEMANN
Managing PartnerCRD 1292698
Henry Tran
Compliance Testing DirectorCRD 4953170
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
MECKLENBURG
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- MECKLENBURG
- Address
- 300 S Tryon St
- Time zone
- ET (UTC-5)
- Office locations
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