FCA PARTNERS, LLC
Adviser information for FCA PARTNERS, LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | North Carolina, United States |
Employees
Total Number of Employees | 12 |
---|---|
Investment Advisory/Research | 7 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 1 | $530.0M |
Non-Discretionary | 0 | $0 |
Total | 1 | $530.0M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 1 | $530.0M |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUMPerformance-based feesACQUISITION FEE |
Identifiers
SEC RIA File Number | 801-129208 |
---|---|
SEC ERA File Number | 801-129208 |
SEC CIK Numbers | None |
SEC CRD Numbers | 322393 |
Legal Entity Identifier | None |
Principal Office
300 SOUTH TRYON STREETSUITE 420
CHARLOTTE
NC
United States
Monday - Friday, 8:00 AM - 5:00PM
Tel: 704-972-2684, Fax: None
Websites
Chief Compliance Officer
BRIDGET GARCIA
300 SOUTH TRYON STREET
SUITE 420
CHARLOTTE
NC
United States
Tel:
332.262.4931
B*************@**************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
LINDEMANN, ALBERT, PATRICK | Individual | – | MANAGING PARTNER | 02/2014 | 50-75% |
CHERRY, EDWARD, MADRE | Individual | – | MANAGING PARTNER | 02/2014 | 50-75% |
GARCIA, BRIDGET, PASTORELLE | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2023 | < 5% |