FIRST TRYON ADVISORS
Charlotte, United States · CRD 332377
SEC-registered investment adviser since 2024 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$1.0bn
- Main clients (by assets)State and local governments 87%, Charities 13%
- Websitefirsttryon.com
- Form ADV · 2026-09-24SEC adviser record
- Kindinstitutions
- Others nearbyCharlotte, NC, Annapolis, MD, Tampa, FL
As an employer
- Staff (Form ADV)13 · 7 in investment roles
- Offices in1 country
Where they work
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| Charlotte, NC (main office)United States | about 2 |
| Annapolis, MDUnited States | 4 |
| Tampa, FLUnited States | 1 |
Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.