Firethorn Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$23,348,375
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
58
41% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
58
TypicalAverage account size
$402,558
About
The firm provides investment management to individuals, including high‑net‑worth clients, as well as certain trusts, businesses and pooled investment vehicles. Services include discretionary portfolio management, goal‑based financial planning and IRA rollover advice, in addition to advisory support for private funds.
The firm's investment process is driven by a written Investment Policy Statement and emphasizes asset allocation, diversification and a tactical index‑weighting approach that utilizes individual equities and exchange‑traded funds across global markets. Portfolios are implemented on a discretionary basis, may follow model or custom allocations, and the firm may allocate portions of client assets to independent sub‑advisors while monitoring performance and rebalancing periodically.
Distinctively, the firm’s principal office is located outside the United States and it maintains an affiliated, Canadian‑registered adviser to serve Canadian‑domiciled and expatriate clients, supporting explicit cross‑border planning and servicing. The firm also acts as a private fund adviser and general partner to a pooled investment vehicle that is subject to performance‑based compensation, a structure the firm discloses and for which it has allocation and oversight policies to address potential conflicts.
Client services
Portfolio management
Selection of other advisers
Expertise
Cross-border / expatriate tax planning
Tax-loss harvesting
Active portfolio management
Passive / index investing
Fee options
15% of net profits incentive allocation on the Fund's capital account net profits
Most active in
Firethorn Partners, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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