Farvahar Capital LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
—
Advisory reps
12
Avg account
$0

Firm details

Headquarters
Palm Beach, Florida
CRD number
281901
Registered since
February 18, 2016

Firm profile

FINTRX

Overview

Farvahar Capital LLC is a limited liability company that registered with the SEC in 2016 and is classified in the data as an investment bank. Ownership is listed as a mix of a domestic entity and an individual. The firm is not identified as a capital allocator, and it is not flagged as an active ESG investor. It is also not registered as a multistate adviser, not described as a newly formed adviser, and is not listed as a pension consultant or a related adviser. The dataset does not provide detail on the firm’s advisory activities, client types, fee schedules or specific lines of business beyond its classification, so there is limited visibility into how Farvahar positions its services or the client segments it targets.

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

3 of 3
  • Maureen Obrien-aderholdt

    Maureen Obrien-aderholdt

    Chief Compliance OfficerCRD 4182378

  • Omeed Malik

    Omeed Malik

    Founder & CEOCRD 5845978

  • Leonard Valentine

    ContractorCRD 8206131

Contacts

3 of 9
  • John Gray

    FinOpCRD 1367440

  • Joseph Voboril

    Joseph Voboril

    Managing PartnerCRD 4427919

  • Paul Abrahimzadeh

    PartnerCRD 4519580

Unlock 6 more contacts →

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Palm Beach, FL

Palm Beach

Location

Palm Beach, FL

Headquartered in Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
324 Royal Palm Way
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth