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 a privately held limited liability company that registered with the SEC in 2023 and is owned by an individual. The FINTRX entry provides minimal descriptive detail about the firm's business lines or target client segments; classification is recorded as "Unclassified." The profile indicates the firm is not designated as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not identified as a pension consultant or related adviser. The absence of disclosed advisory activities, fee structure, or client base in the available record suggests the firm may be early in its public reporting or focused on non-public/managed-capital arrangements. For a clearer sense of service offerings, client types, and investment approach, direct outreach or review of the firm’s Form ADV and marketing materials would be necessary.

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth