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 focuses on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. Its fee arrangements include both percentage-of-assets and fixed-fee engagements. The adviser does not identify as an active ESG investor; it lists an industry affiliation with accounting professionals, which suggests a client service model tied to tax and financial planning coordination.
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 7
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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