DASH PRIME LLC

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
12
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
41257
Registered since
March 3, 1997

Firm profile

FINTRX

Overview

Dash Prime LLC is an SEC-registered investment adviser organized as a limited liability company, first registered in 1997. FINTRX categorizes the firm as "Unclassified." Ownership is listed as a combination of a domestic entity and an individual. The record indicates the firm does not operate as a capital allocator, is not identified as an active ESG investor, and is not flagged as a multi-state or newly formed adviser. It is also not reported as a pension consultant or a related adviser.

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

Owners & executives

2 of 2
  • BENJY SCHWARTZ

    Chief Strategy OfficerCRD 5035490

  • PAUL GAPPA

    Chief Compliance OfficerCRD 2694836

Contacts

3 of 10
  • Edward Tilly

    Compliance Risk ManagementCRD 7476975

  • Owen Weathersby

    Trade Desk AnalystCRD 7615416

  • MICHAEL SEDEK

    Managing DirectorCRD 3200593

Unlock 7 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
200 S Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth