Campfire Capital

Broker-DealerFINRA MemberEst. 2014
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Chappaqua, New York
CRD number
168457
Registered since
April 29, 2014

Firm profile

FINTRX

Overview

Campfire Capital is organized as a limited liability company and is SEC-registered (registration in 2014). The firm is owned by an individual and is categorized in the source data as an investment bank rather than a traditional advisory-only RIA. The record indicates Campfire Capital does not act as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. It is also not listed as a pension consultant or a related adviser. The firm has not supplied details about its client base, fee schedules, specific business or advisory activities, or investment approach in the provided data set. That limits visibility into the services it offers and the types of clients it targets.

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

Contacts

3 of 7
  • Daniel Beaton

    Daniel Beaton

    FinOpCRD 4240769

  • Bruce Pollack

    Bruce Pollack

    Managing PartnerCRD 2127911

  • David Jaffe

    David Jaffe

    ​Senior PartnerCRD 1158274

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chappaqua, NY

Westchester

Location

Chappaqua, NY

Headquartered in Chappaqua, NY, 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
Westchester
Address
81 Campfire Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth