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PROCAPITA PARTNERS, LLC
CRD 300292 · SEC 801-114941
230 W. 41ST ST, SUITE 1103, NEW YORK, NY, 10036, United States
Phone
(212) 364-5585
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.5M
Discretionary AUM
$1.5M
Team
2 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2024-04-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $1.5M |
All web addresses on file
Official SEC filing: View on IAPD