Audacity Capital Partners LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Santa Clarita, California
CRD number
324164
Registered since
July 6, 2023

Firm profile

FINTRX

Overview

Audacity Capital Partners LLC is organized as a limited liability company and is SEC-registered (registration year 2023). Ownership is held by an individual proprietor and the firm is classified as "unclassified" in the source data. FINTRX indicates the firm does not operate as a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. The firm has not disclosed specific advisory activities, fee schedules, or a defined client base in the available data. That lack of published detail limits visibility into its target clients, service model (discretionary versus nondiscretionary), or typical mandate structure.

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

1 of 1
  • Jeffrey Shippy

    Jeffrey Shippy

    Founder & CEOCRD 4845944

Contacts

1 of 1
  • Katherine Anderson

    Financial Operations PrincipalCRD 4723171

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Santa Clarita, CA

Los Angeles

Location

Santa Clarita, CA

Headquartered in Santa Clarita, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
26455 Riverrock Way
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth