THURSTON ADVISORS
Firm details
- Headquarters
- VERO BEACH, Florida
- CRD number
- 318422
- Registered since
- July 25, 2024
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Thurston Advisors is a limited liability company that operates as a private equity fund manager and sponsor. The firm provides portfolio management for pooled investment vehicles and serves an institutional client base. It acts as sponsor, general partner, and managing member of its funds rather than functioning as a pure capital allocator, and it charges both asset-based fees and performance-based fees. Thurston Advisors is not identified as an active ESG investor and is registered with the SEC as of 2024.
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 1PATRICK HAYNES III
Chairman and Chief Executive OfficerCRD 240690
Contacts
2 of 2DANA HAYES
Vice PresidentCRD 6338757
DANIEL DAVIS
Managing DirectorCRD 5872590
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
VERO BEACH, FL
INDIAN RIVER
Location
VERO BEACH, FL
Headquartered in VERO BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- INDIAN RIVER
- Address
- 4445 A1A
- Time zone
- ET (UTC-5)
- Office locations
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