HULA COMMUNITY PARTNERS, LLC
Firm details
- Headquarters
- BURLINGTON, Vermont
- CRD number
- 341224
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2David Morrissey
CFO and COOCRD 8237241
Lucia Campriello
CEOCRD 8237242
Contacts
1 of 1Jennifer Dalton
Fund ManagerCRD 8237240
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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