Falists
← Back to search

FALCON INVESTMENT ADVISORS, LLC

CRD 161548 · SEC 801-73626

Visit website

116 HUNTINGTON AVENUE, SUITE 501, BOSTON, MA, 02116, United States

Phone

(617) 412-2700

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$3.27B

Discretionary AUM

$3.27B

Team

33 total employees; 21 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles14$3.27B

States served

MA, NY

All web addresses on file

Official SEC filing: View on IAPD