Apto Partners, LLC
Firm details
- Headquarters
- Mendham, New Jersey
- CRD number
- 155843
- Registered since
- July 25, 2011
- Website
- www.aptopartners.com
Firm profile
FINTRXOverview
Apto Partners, LLC is an individually owned limited liability company that has been SEC-registered since 2011. The firm is classified as an investment bank and placement agent, indicating its primary activity is arranging or facilitating capital raises rather than running discretionary investment portfolios for clients. It does not present itself as a capital allocator, and it is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Juan Espinosa
FounderCRD 3268752
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mendham, NJ
Morris
Location
Mendham, NJ
Headquartered in Mendham, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Morris
- Address
- 5 Cold Hill Rd S
- Time zone
- ET (UTC-5)
- Office locations
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