Atlantic - Pacific Capital, Inc.

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
19
Avg account
$0

Firm details

Headquarters
Stamford, Connecticut
CRD number
38356
Registered since
October 25, 1995

Firm profile

FINTRX

Overview

Atlantic - Pacific Capital, Inc. is organized as a corporation and is classified in the dataset as an investment bank. The firm has been SEC-registered since 1995 and is listed as individually owned. Dataset flags indicate it does not act as a capital allocator and is not identified as an active ESG investor. The record for the firm does not include granular descriptions of its client segments, fee schedules, core business activities or specific advisory services. It is also noted as not being registered as a multi-state adviser, not newly formed, and not acting as a pension consultant or related adviser.

Assets & Accounts

Location & Offices

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

Owners & executives

2 of 2
  • Raed Elkhatib

    Raed Elkhatib

    President, CEOCRD 5124082

  • Anthony Bossone

    Anthony Bossone

    Partner, CFOCRD 3269438

Contacts

3 of 17
  • Conor Manley

    Conor Manley

    PrincipalCRD 4990448

  • Samantha Sarkis

    Samantha Sarkis

    Senior AssociateCRD 7240157

  • Christopher Koinis

    Christopher Koinis

    PrincipalCRD 6500990

Unlock 14 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, CT, 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
Fairfield
Address
1 Dock St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth