PHALANX ADVISORS LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN JUAN, PR
CRD number
317855

Firm profile

FINTRX

Overview

Phalanx Advisors LLC operates primarily as a sponsor and managing member of pooled investment vehicles, with activity concentrated in privately held investments rather than retail advisory relationships. Filings and affiliation notes show the firm acts as general partner and sponsor for at least one private equity-style vehicle and maintains relationships with a law firm and a real estate broker — arrangements that support deal sourcing, transaction structuring and asset management for private placements. The firm is not flagged as an active ESG investor, not structured as a multi-state adviser, and does not present itself as a pension consultant. Phalanx Advisors LLC’s public footprint indicates it functions more like a small private sponsor than a traditional advisory RIA: capital is raised and deployed through pooled vehicles where the firm plays GP and manager roles rather than through individually managed client accounts.

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

Contacts

3 of 3
  • Jean Julia

    ManagerCRD 7719087

  • Pedro Sepulveda

    MemberCRD 7719800

  • Antonio Hernandez

    Managing MemberCRD 7528126

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN JUAN, PR

Location

SAN JUAN, PR

Headquartered in SAN JUAN, PR, anchoring the San Juan-Bayam_n, PR metro.

Metro area
San Juan-Bayam_n, PR
Address
954 Ave Ponce de Leon
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth