BAPNA CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
COPPELL, Texas
CRD number
319480

Firm profile

FINTRX

Overview

Bapna Capital Management, LLC is an owner-operated limited liability company that functions primarily as sponsor, general partner and managing member of pooled investment vehicles. The firm does not present itself as a multi-state adviser or an active ESG investor; its SEC registration year is not listed. Classification and broader advisory activities are limited in the source data, indicating the organization operates on a compact, fund-focused footing rather than as a broad-based wealth manager or institutional allocator.

Assets & Accounts

Investments & Alternatives

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

Contacts

1 of 1
  • RAHUL BAPNA

    Founder & Portfolio ManagerCRD 6848603

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

COPPELL, TX

DALLAS

Location

COPPELL, TX

Headquartered in COPPELL, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
978 Laguna Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth