Fca Partners, Llc
SEC-registered
Investment Adviser · Small ($100M–$1B)
CRD 322393
· SEC file 801-129208
· Charlotte, NC
· www.fcapartners.com
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ADV data as of Mar 30, 2026
- Regulatory AUM
- $910M
- Discretionary
- $910M
- Clients
- 1
- Avg AUM / client
- $910M
- Accounts
- 1
- Employees
- 11
AUM over time
$530M
$910M
Nov 2023
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| State or municipal government entities | 1 | $910M | 100.0% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cherry, Edward, Madre | Managing Partner | Feb 2014 (13y) | 50% – 75% | |
| Lindemann, Albert, Patrick | Managing Partner | Feb 2014 (13y) | 50% – 75% | |
| Garcia, Bridget, Pastorelle | Chief Compliance Officer | Oct 2023 (3y) | Less than 5% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • ACQUISITION FEE
Services
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Mmac Fca Two, Llc $262M (29% of AUM) Mar 2026
- Bronx Apartment Portfolio Llc. $221M (24% of AUM) Mar 2026
- Hilltop Fca Vantage Jv, Llc $134M (15% of AUM) Mar 2026
- Golden Nugget Associates, Llc $56.4M (11% of AUM) Apr 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗