PHALANX ADVISORS LLC
Firm details
- Headquarters
- SAN JUAN, PR
- CRD number
- 317855
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Jean Julia
ManagerCRD 7719087
Pedro Sepulveda
MemberCRD 7719800
Antonio Hernandez
Managing MemberCRD 7528126
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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