TWELVE BELOW

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
318447
Registered since
January 4, 2022

Firm profile

FINTRX

Overview

Twelve Below is a limited liability company that registered with the SEC in 2022. The firm operates primarily as a sponsor and manager of pooled investment vehicles rather than as a traditional advisory firm serving retail or institutional advisory clients. Regulatory disclosures list its owner type as individual and classify the firm as unclassified; it is not flagged as a multi-state adviser, an active ESG investor, or a pension consultant. The firm's recorded activities emphasize roles typical of a fund sponsor and general partner: forming and managing pooled vehicles, taking GP responsibilities, and acting as a managing member of funds. That operating posture, combined with the absence of client advisory accounts, indicates Twelve Below’s business model centers on private fund formation, capital raising, deal sourcing and portfolio management within its fund structures.

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

2 of 2
  • CHRISTOPHER GREENE

    PartnerCRD 7282964

  • BYRON LING

    PartnerCRD 5544240

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
85 5th Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth