AFI CAPITAL PARTNERS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
299317
Registered since
March 31, 2021

Firm profile

FINTRX

Overview

AFI Capital Partners LLC is a small, privately owned limited liability company that registered with the SEC in 2021. The firm is owner-operated (individual ownership) and is not categorized within standard adviser classifications in the available data. Its profile and regulatory flags indicate it is not a multi-state adviser, does not present itself as an active ESG investor, and is not identified as a pension consultant or related adviser. The firm’s public activities are concentrated on pooled investment vehicles: it serves as sponsor, general partner, and managing member of funds it sponsors. That structure points to a manager-focused operating model rather than a traditional advisory business serving a broad base of retail advisory accounts.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • NICOLAS RICHARDSON

    Co-Founder and Managing DirectorCRD 5026449

  • Chi-Chien Hou

    Managing DirectorCRD 7047235

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
1101 W 34th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth