Transwestern Capital Advisors, LLC
Firm details
- Headquarters
- Newport, Rhode Island
- CRD number
- 141605
- Registered since
- August 25, 2006
- Website
- www.transwesterncapital.com
- Custodians
- BANKERS BANK OF KANSAS
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Transwestern Capital Advisors, LLC is an SEC-registered institutional RIA formed in 2006 and organized as a limited liability company under individual ownership. The firm serves institutional clients and provides portfolio management services for investment companies. Its fee arrangements include percentage-of-AUM and fixed-fee structures. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
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 1Kendrik Dekoning
CEOCRD 2415073
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Newport, RI
Newport
Location
Newport, RI
Headquartered in Newport, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Newport
- Address
- 37 Bellevue Ave
- Time zone
- ET (UTC-5)
- Office locations
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