IREF CAPITAL PARTNERS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
334012
Registered since
November 22, 2024

Firm profile

FINTRX

Overview

Iref Capital Partners LLC is a limited liability company that registered with the SEC in 2024. The firm is owned by an individual and is categorized as unclassified in the FINTRX snapshot. FINTRX indicates the firm is not positioned as a capital allocator, is not an active ESG investor, and does not operate as a multistate adviser or pension consultant. Regulatory and industry activity points to a focus on sponsored pooled vehicles: the firm is identified as a sponsor, general partner, or managing member of pooled investment vehicles and as a sponsor of limited partnerships (outside pooled vehicles). An affiliation with an insurance company is also recorded, suggesting potential relationships on the product or capital side rather than a traditional retail/advisory business.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • EGBERT PERRY

    Chief Executive OfficerCRD 7534689

Contacts

3 of 3
  • WALTER DAVIS

    Vice ChairCRD 4835413

  • PETER CVELICH

    SVPCRD 8013197

  • ADETAYO SANUSI

    Senior Vice President, Portfolio ManagerCRD 8013194

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
191 Peachtree St NE
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth