WE EDUCATION INVESTMENT MANAGER LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SOUTHERN PINES, North Carolina
CRD number
315981
Registered since
August 27, 2021

Firm profile

FINTRX

Overview

WE Education Investment Manager LLC is a privately organized investment manager formed as a limited liability company and SEC-registered in 2021. The firm operates primarily as a sponsor, general partner and managing member of pooled investment vehicles, with its activity focused on running at least one private equity-style fund. It is classified as unclassified on its filing and is not identified as an active ESG investor, a multi-state adviser, a pension consultant or a related adviser. The firm does not appear to maintain a retail advisory client base; its business activity centers on managing pooled private capital rather than providing ongoing advisory services to individual clients.

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
  • ROSS BRENDEL

    PrincipalCRD 5919283

  • BRIAN BURKE

    PrincipalCRD 5550074

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

SOUTHERN PINES, NC

MOORE

Location

SOUTHERN PINES, NC

Headquartered in SOUTHERN PINES, NC, anchoring the Fayetteville-Sanford-Lumberton, NC metro in the South.

Metro area
Fayetteville-Sanford-Lumberton, NC
Region
South
County
MOORE
Address
115 E Pennsylvania Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth