Culture Capital Partners, LLC

RIASEC Registered
Total AUM
$1M
Discretionary
$1M
100% of AUM
Avg account
$167K
Accounts
6
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
299797
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Culture Capital Partners, LLC is a small, privately held limited liability company that advises individuals and families. The firm provides portfolio management for individual and small-business clients and also operates as an insurance broker and seller of other financial products. It charges clients on a percentage-of-assets-under-management basis. Regulatory and classification fields in the available record are sparse: Culture Capital Partners is not flagged as an active ESG investor, is not described as a multi-state or pension consultant adviser, and is not identified as a related adviser or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • Gerard Singfield

    Gerard Singfield

    CEO/OwnerCRD 5863336

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth