HULA COMMUNITY PARTNERS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BURLINGTON, Vermont
CRD number
341224

Firm profile

FINTRX

Overview

Hula Community Partners, LLC is structured as a limited liability company that has provided very little public disclosure about its advisory activities. What is available in filings indicates the firm is unclassified as an adviser, is not flagged as an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not listed as a related adviser or capital allocator. There is no public description of target client types, investment philosophy, sector or asset-class tilts, manager selection criteria, or portfolio construction approach. Given the absence of published investment mandates, product lists, or model portfolios, there is no verifiable information about the firm’s manager allocation preferences or use of third-party managers. The combination of empty client metrics and minimal profile detail suggests the firm either has not begun meaningful advisory operations, operates outside standard retail advisory channels, or maintains a very narrow, private client footprint that is not reflected in public filings.

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
  • David Morrissey

    CFO and COOCRD 8237241

  • Lucia Campriello

    CEOCRD 8237242

Contacts

1 of 1
  • Jennifer Dalton

    Fund ManagerCRD 8237240

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BURLINGTON, VT

CHITTENDEN

Location

BURLINGTON, VT

Headquartered in BURLINGTON, VT, anchoring the Burlington-South Burlington-Barre, VT metro in the Northeast.

Metro area
Burlington-South Burlington-Barre, VT
Region
Northeast
County
CHITTENDEN
Address
50 Lakeside Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth