Capulent LLC
Firm details
- Headquarters
- Phoenix, Arizona
- CRD number
- 155155
- Registered since
- January 19, 2012
- Website
- www.capulent.com
Firm profile
FINTRXOverview
Capulent LLC is a limited liability company that has been registered with the SEC since 2012. The firm is owned by an individual and is classified in the snapshot as "Unclassified." The record indicates Capulent is not designated as a capital allocator and is not identified as an active ESG investor. The snapshot flags several service/registration attributes as negative: the firm is not listed as a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. Core operational fields such as the firm’s stated client base, fee structure, business activities and advisory offerings are not supplied in the available dataset.
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
Owners & executives
3 of 5
Michael Phippen
Chief Investment OfficerCRD 3020686

David Hsu
Chief Compliance OfficerCRD 4140214

Edward Fernandez
President, CEOCRD 2956661
Contacts
3 of 11
Elliott Elbaz
FounderCRD 2839674

Scott Peters
Director of Fixed Income AlternativesCRD 1414526
Elizabeth Collins
FinOpCRD 4714831
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Phoenix, AZ
Maricopa
Location
Phoenix, AZ
Headquartered in Phoenix, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 3200 E Camelback Rd
- Time zone
- MT (UTC-7)
- Office locations
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