INTEGRAS PARTNERS, LLC
Adviser information for INTEGRAS PARTNERS, LLC last updated from Form ADV on February 29th, 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 | Georgia, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 2 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 801 | $201.9M |
| Non-Discretionary | 0 | $0 |
| Total | 801 | $201.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 111 | $46.6M |
| HNW Individuals | 71 | $155.2M |
| 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 | 0 | $0 |
| 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 individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-80657 |
|---|---|
| SEC ERA File Number | 801-80657 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 172979 |
| Legal Entity Identifier | None |
Principal Office
3180 NORTH POINT PARKWAYSUITE 102
ALPHARETTA
GA
United States
Monday - Friday, MON - THURS 9-5 PM, FRI 9-2 PM
Tel: 404-941-2800, Fax: 404-941-2828
Websites
www.integraspartners.com
twitter.com/integrastweets
www.facebook.com/integraspartners/
www.linkedin.com/company/integras-partners-llc
www.instagram.com/integraspartners/
www.youtube.com/@integras3890
nextdoor.com/ads-management/?init_source=profile_switcher&active_page_id=57894554&profile_id=76170307
Chief Compliance Officer
A. SIDNEY BROWNING
CEO, MANAGING MEMBER
28 STEVENS ROAD
HUDSON
MA
United States
Tel:
770-367-1183
S*****@*******************M
(Full email address available in API data)
Regulatory Contact
MICHAL-ERIN FRUSHELL
EXECUTIVE VICE PRESIDENT
3180 NORTH POINT PARKWAY
SUITE 7102
ALPHARETTA
GA
United States
Tel:
404-941-2800
Fax:
404-941-2828
M********@*******************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 |
|---|---|---|---|---|---|
| JOHNSON, KEITH, DAVID | Individual | – | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | 02/2010 | 50-75% |
| BROWNING, ALBERT, SIDNEY | Individual | – | MANAGING PARTNER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | 02/2010 | 50-75% |
| Frushell, Michal-Erin | Individual | – | EXECUTIVE VICE PRESIDENT | 04/2022 | < 5% |