WAGNER CARBON MANAGEMENT LLC
Firm details
- Headquarters
- LYME, New Hampshire
- CRD number
- 321971
- Registered since
- May 27, 2022
- Website
- www.wagnercarbon.com
Firm profile
FINTRXOverview
Wagner Carbon Management LLC is a limited liability company that registered as an SEC adviser in 2022. The firm operates primarily as a sponsor and general partner, forming and managing pooled investment vehicles rather than running retail advisory relationships. Registry details classify it as an unclassified adviser; it does not identify as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. Business activity is centered on private fund sponsorship and governance — acting as sponsor, GP, and managing member of pooled vehicles — rather than delivering traditional fee-for-advice wealth management to individual clients.
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 1THOMAS COLGAN
Chairman & CEOCRD 6018870
Contacts
3 of 5Keith Milone
Executive Vice PresidentCRD 7561014
Robert Apple
Executive Vice PresidentCRD 7560855
Santosh Lakhan
Executive Vice PresidentCRD 7561008
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LYME, NH
GRAFTON
Location
LYME, NH
Headquartered in LYME, NH, in the Northeast of the United States.
- Region
- Northeast
- County
- GRAFTON
- Address
- 150 Orford Rd
- Time zone
- ET (UTC-5)
- Office locations
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