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Fedway Financial LLC
Fedway Financial LLC is a Waltham, Massachusetts-based RIA run by John P. Burke and Michael J.
Fedway Financial LLC
FEDWAY FINANCIAL LLC is an SEC-registered investment adviser in CHARLOTTE, NC. The firm manages approximately $2 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Charlotte
Corporate office
Waltham, MA, United States
Principals
John P. Burke
Managing Director
Michael J. O'Leary
Managing Director
Frequently asked questions
Who runs investment decisions at Fedway Financial LLC?
Fedway Financial is managed by John P. Burke and Michael J. O'Leary, both listed as Managing Directors. They make investment decisions for the firm's clients, according to SEC filings.
Is Fedway Financial structured as a single family office or an asset manager?
Fedway Financial is registered as a SEC investment advisor, classifying it as an RIA rather than a family office. This structure allows it to serve multiple families and report its operations publicly.
What investment types does Fedway Financial pursue?
The firm invests in private equity, real estate, and public securities. It engages in direct investments and co-investments, per its regulatory disclosures.
Does Fedway Financial have a known philanthropic foundation?
No public record of a philanthropic foundation exists for Fedway Financial LLC.
What is the geographic focus of Fedway Financial's investments?
Fedway Financial focuses on the United States, with no publicly disclosed international investments.
How does Fedway Financial source its clients?
Fedway Financial likely sources clients through referrals and professional networks, given its small RIA structure, but specific sourcing methods are not publicly documented.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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