Capital Connect, LLC
Firm details
- Headquarters
- Vero Beach, Florida
- CRD number
- 329399
- Registered since
- April 30, 2024
Firm profile
FINTRXOverview
Capital Connect, LLC is organized as a limited liability company and is individually owned. Publicly available descriptors classify the adviser as "unclassified" and the firm does not identify itself as a capital allocator or an active ESG investor. It also does not present itself as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The firm provides very limited disclosure about its advisory activities or client focus; the available attributes suggest it does not engage in some common advisory roles (capital allocation, pension consulting) and does not emphasize ESG in its stated profile.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Vero Beach, FL
Indian River
Location
Vero Beach, FL
Headquartered in Vero Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Indian River
- Address
- 191 Silver Moss Dr
- Time zone
- ET (UTC-5)
- Office locations
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