Dragonfly Capital Partners, LLC

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Mount Pleasant, South Carolina
CRD number
125199
Registered since
July 11, 2003

Firm profile

FINTRX

Overview

Dragonfly Capital Partners, LLC is an SEC-registered limited liability company first registered in 2003 and classified in the data as an investment bank rather than a traditional asset allocator or registered investment adviser operating at scale. The FINTRX snapshot lists the owner type as both a domestic entity and an individual, and indicates the firm does not position itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm’s reported business and advisory activities are not detailed in the source data.

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 5
  • Randall Snyder

    Investment ConsultantCRD 2313226

  • Donald Millen

    Donald Millen

    PresidentCRD 3109616

  • Rene Usher

    Rene Usher

    Executive Vice PresidentCRD 2433659

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Mount Pleasant, SC

Charleston

Location

Mount Pleasant, SC

Headquartered in Mount Pleasant, SC, in the South of the United States.

Region
South
County
Charleston
Address
694 Pawley Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth