LACONIA ADVISORY SERVICES LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 321749
- Registered since
- November 17, 2022
Firm profile
FINTRXOverview
Laconia Advisory Services LLC operates primarily as a sponsor and general partner that manages pooled investment vehicles rather than as a traditional advisor to retail or institutional advisory accounts. The firm, organized as an LLC and SEC-registered in 2022, serves as the managing member or GP of closed‑end funds and directs capital into venture-style private investments. It does not present itself as an active ESG investor, is not a multi‑state adviser, and is not classified as a capital allocator under its reporting. Investment activity centers on running private funds where Laconia takes the lead governance and deployment role. That positioning implies the firm focuses on sourcing, diligencing and managing portfolio company investments through fund structures rather than offering separate account discretionary management for outside advisory clients. The firm’s profile suggests concentrated relationships with fund investors and hands‑on involvement in fund governance and portfolio oversight.
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
Owners & executives
1 of 1Taylor Davidson
Chief Financial OfficerCRD 7353875
Contacts
2 of 2JEFFREY SILVERMAN
PartnerCRD 7657929
David Arcara
PartnerCRD 7657930
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 276 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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