Dragonfly Capital Partners, LLC
Firm details
- Headquarters
- Mount Pleasant, South Carolina
- CRD number
- 125199
- Registered since
- July 11, 2003
- Website
- www.dragonflycapital.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5Randall Snyder
Investment ConsultantCRD 2313226

Donald Millen
PresidentCRD 3109616

Rene Usher
Executive Vice PresidentCRD 2433659
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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