Advisor at Black Raven Investments, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Black Raven Investments, LLC
Location
Celebration, FL 34747
Credentials
Series 65
Industry experience
8 years
James Hall is the sole advisor at Black Raven Investments, LLC, an independent firm based in Celebration, FL. He holds a Series 65 designation and has eight years of industry experience. Hall serves as trustee for three irrevocable trusts and owns a consulting firm that holds two issued patents. Black Raven Investments provides discretionary portfolio management and tailored investment planning primarily for high-net-worth individuals, family offices, and charitable organizations. The firm employs a multifaceted investment approach that includes both traditional and alternative strategies, managing a small number of client relationships with an emphasis on private funds, pooled investment vehicles, and sophisticated trading techniques.
Based on Black Raven Investments, LLC
1.00% annually
For qualified clients, management fee combined with performance fee (e.g., 2% management fee and 20% performance-based fee) with high-water mark
1420 Celebration Blvd, Suite 200
Celebration, FL 34747
Florida · Texas
Black Raven Investments, LLC
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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