Variant Perception
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 334510
- Registered since
- November 25, 2025
- Fee structure
- Percentage of AUM, Subscription Fees, Other
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment CompaniesPublication of Periodicals
Firm profile
FINTRXOverview
Variant Perception is organized as a limited liability company and operates as an institutional registered investment adviser. The firm is SEC-registered as of 2025 and serves institutional clients rather than retail households. Its stated advisory activities include portfolio management for investment companies and the publication of periodicals or newsletters, indicating a mix of discretionary portfolio management and research or market commentary distributed via subscription or similar formats. Fee arrangements combine a percentage-of-AUM component with subscription fees and other revenue streams, reflecting a hybrid model that pairs asset-based management with paid research or content. The firm is not positioned as a capital allocator and does not identify as an active ESG investor or a pension consultant. Industry affiliations listed include broker-dealer relationships and classification as another type of investment adviser.
Assets & Accounts
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
3 of 3
Tianxia Yang
CEO and Head of ResearchCRD 8151903

Patrick Sheehan
CEOCRD 2053134

Libby Liebig
Chief Compliance OfficerCRD 2385467
Contacts
1 of 1Patrick Sheehan
ChairmanCRD 8235705
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 6836 Carnegie Blvd
- Time zone
- ET (UTC-5)
- Office locations
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