FUNDVIEWS CAPITAL, LLC
Firm details
- Headquarters
- DORAL, Florida
- CRD number
- 325229
- Registered since
- June 8, 2023
Firm profile
FINTRXOverview
Fundviews Capital, LLC is a limited liability company that registered with the SEC in 2023. The firm operates more as a manager and sponsor of pooled investment vehicles than as a traditional retail adviser: regulatory records list it as a sponsor, general partner, and managing member of pooled vehicles and identify related roles tied to accounting and law firm affiliations. It is not flagged as an active ESG investor, is not a multistate adviser, and is not designated a capital allocator.
Assets & Accounts
Investments & Alternatives
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 3GREG POAPST
Managing PartnerCRD 7727178
CHRISTOPHER TAYEH
PartnerCRD 6428526
SIMON RIVELES
PartnerCRD 5728576
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DORAL, FL
MIAMI DADE
Location
DORAL, FL
Headquartered in DORAL, 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
- MIAMI DADE
- Address
- 3785 NW 82nd Ave
- Time zone
- ET (UTC-5)
- Office locations
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