Hedgeserv Investment Services LLC
Firm details
- Headquarters
- Raleigh, North Carolina
- CRD number
- 154725
- Registered since
- April 19, 2011
- Website
- www.hedgeserv.com
Firm profile
FINTRXOverview
Hedgeserv Investment Services LLC is structured as a limited liability company and has been registered with the SEC since 2011. The ownership is identified as a mix of a domestic entity and an individual; the firm’s regulatory classification is listed as unclassified. Public records indicate the firm does not operate as a capital allocator and does not position itself as an active ESG investor. It is not flagged as a multi-state adviser, a pension consultant, or a related adviser. Available filings provide minimal detail about the firm’s explicit advisory or business lines. That limited disclosure makes it difficult to determine whether Hedgeserv focuses on traditional wealth management, institutional servicing, or other back-office/support functions from the information supplied.
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 3
Michael Mannella
Senior Managing DirectorCRD 6630010

Eugene Mannella
Vice ChairmanCRD 1087172

Robert Fortino
Managing PartnerCRD 1905741
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Raleigh, NC
Wake
Location
Raleigh, NC
Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Wake
- Address
- 8081 Arco Corporate Dr
- Time zone
- ET (UTC-5)
- Office locations
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