GLENCOE LIMITED, L.L.C.

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
158215
Registered since
December 23, 2021

Firm profile

FINTRX

Overview

Glencoe Limited, L.L.C. is a single-entity, SEC-registered investment adviser formed as a limited liability company in 2021. The firm functions primarily as a sponsor, general partner and managing member of pooled investment vehicles, with its activity concentrated in private equity. It is not set up as a capital allocator to a broad range of external mandates; instead, its structure and reported activities indicate a manager that builds and administers private funds and manages discretionary capital tied to those vehicles. The firm is not identified as an active ESG investor, does not operate as a multi-state adviser in the sense reported, and is not positioned as a pension consultant or related adviser. Its classification is unclassified in filings, which, together with the sponsor/GP role, points to a privately run, fund-centric business model rather than a broad retail wealth-management platform.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

2 of 2
  • NICK IOVINO

    Chief Compliance Officer & Vice PresidentCRD 7090768

  • DAVID EVANS

    CEO & Chief Investment OfficerCRD 1410329

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
1701 Directors Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth