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Falcons I, LLC (Atlanta)


Falcons I, LLC is a large advisory firm based in Atlanta. It manages $436.71 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Georgia.

Falcons I provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Falcons I: assets under management

The assets under management (AUM) of Falcons I, LLC is $436.71 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $436.71 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $436.71 million each.
Falcons I has custody of $436.71 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Falcons I, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Falcons I serves?

The only and largest group of clients of Falcons I is pooled investment vehicles with 1 clients and $436.71 million of assets under management. Among the 10 most similar advisory firms, Falcons I has the 3rd highest percentage of pooled investment vehicles out of all clients.


The amount of regulatory assets under management is $436.71 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Falcons I also advises several private funds. Namely, one real estate fund. The minimum investment commitment required of non-related persons is $500,000 for each fund.

Based in Atlanta

The principal office where Falcons I, LLC performs its advisory services is located at 3344 Peachtree Road, Atlanta, GA 30326, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 888-685-2915. The normal business hours are 9:00am - 5:00pm on Monday - Friday.


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