Malt Partners Management LLC
Firm details
- Headquarters
- Nashville, Tennessee
- CRD number
- 337855
- Registered since
- September 15, 2025
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Malt Partners Management LLC is a limited liability company registered with the SEC in 2025 that operates as an institutional RIA focused on serving institutional clients. The firm is owner-operated (individual owner) and combines a percentage-of-AUM fee with performance-based fees. Its regulatory/business footprint includes roles as a commodity pool operator (CPO) or commodity trading advisor (CTA) and as sponsor, general partner, or managing member of pooled investment vehicles. Advisory services are concentrated on portfolio management for pooled funds and for businesses or other institutional entities. The firm is not positioned as an ESG investor and does not present itself as a multi-state adviser, pension consultant, capital allocator, or related adviser.
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 1Brendan Sullivan
Chief Executive Officer & Chief Compliance OfficerCRD 4901474
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Nashville, TN
Davidson
Location
Nashville, TN
Headquartered in Nashville, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- Davidson
- Address
- 3835 Cleghorn Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Worthview Capital Management LLC
RIANashville, TN
Upholdings
RIANashville, TN
Dirigo Private Wealth
RIANashville, TN
A&G Financial Management, LLC
RIANashville, TN
Edgehelm Financial
RIANashville, TN
Hunley Wealth Management LLC
RIANashville, TN