Joseph Capital, LLC
Firm details
- Headquarters
- San Juan, PR
- CRD number
- 120414
- Registered since
- July 17, 2002
Firm profile
FINTRXOverview
Joseph Capital, LLC is a limited liability company that has been SEC-registered since 2002. The firm is organized as a domestic entity with individual ownership and is classified in the source data as "Unclassified." The snapshot indicates Joseph Capital does not identify itself as a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, and does not present itself as a pension consultant or related adviser. The firm did not provide granular detail about its client segments, fee schedules, core advisory activities or business lines in the available record. That limits what can be inferred about its client focus or service model from public reporting alone.
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 4John Miller
FinOpCRD 2139980
Manju Basavaraju
Head of Institutional SalesCRD 2535578

Michael Ross
PresidentCRD 3133134
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Juan, PR
San Juan-Bayam_n, PR
Location
San Juan, PR
Headquartered in San Juan, PR, anchoring the San Juan-Bayam_n, PR metro.
- Metro area
- San Juan-Bayam_n, PR
- Address
- 15 Calle Taft
- Office locations
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