WAGNER CARBON MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
6
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LYME, New Hampshire
CRD number
321971
Registered since
May 27, 2022

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • THOMAS COLGAN

    Chairman & CEOCRD 6018870

Contacts

3 of 5
  • Keith Milone

    Executive Vice PresidentCRD 7561014

  • Robert Apple

    Executive Vice PresidentCRD 7560855

  • Santosh Lakhan

    Executive Vice PresidentCRD 7561008

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth