Analog Capital Partners LLC
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 309636
- Website
- www.acpfo.com
- Custodians
- APEX CLEARING CORPORATION, GOLDMAN SACHS CUSTODY SOLUTIONS
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals53.6%
- HNWI46.4%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Analog Capital Partners LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and provides financial planning and portfolio management services for individuals and small businesses. Its fee arrangements include both percentage-of-AUM and fixed-fee structures. The firm reports it is not an active ESG investor and indicates it is not a multi-state adviser in its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Exchange Traded Equities12%
Contacts
3 of 6
Billy Desai
Founding PartnerCRD 4087988
Jonathan White
Tax SpecialistCRD 7335425
Daniel Adams
Founding PartnerCRD 4847123
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 12 Greenway Plz
- Time zone
- CT (UTC-6)
- Office locations
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