Joseph Capital, LLC
Firm details
- Headquarters
- San Juan, PR
- CRD number
- 120414
- Registered since
- July 17, 2002
Firm profile
FINTRXOverview
Joseph Capital, LLC is organized as a limited liability company and has been registered with the SEC since 2002. FINTRX classifies the firm as unclassified and records its owner type as a domestic entity and individual. The dataset does not include descriptions of the firm's advisory offerings, fee schedule, typical client types, or specific business lines. FINTRX flags the firm as not active on ESG investing, not a capital allocator, not a multi-state adviser, not a pension consultant, and not a related adviser.
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 4Manju Basavaraju
Head of Institutional SalesCRD 2535578

Michael Ross
PresidentCRD 3133134
John Miller
FinOpCRD 2139980
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Juan, 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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