KPG Capital Partners, LLC

Broker-DealerFINRA MemberEst. 2013
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Park City, Utah
CRD number
165392
Registered since
April 11, 2013

Firm profile

FINTRX

Overview

KPG Capital Partners, LLC is an SEC-registered investment adviser formed in 2013 and organized as a limited liability company with individual ownership. Public disclosures supplied in the source are limited: the firm is not identified as a multi-state adviser, it does not self-report as an active ESG investor, and it is not described as a capital allocator, pension consultant, or part of a related-adviser structure. The source does not describe the firm’s advisory offerings, target client segments, investment philosophy, or portfolio management processes, so there is little publicly available information about how the firm positions itself in the market or the services it delivers to investors.

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

1 of 1
  • Shauna Bushman

    Chief Compliance OfficerCRD 5231277

Contacts

3 of 9
  • Massimo Chiodi

    Massimo Chiodi

    Managing DirectorCRD 3049049

  • Ella Dalton

    Ella Dalton

    Marketing RepresentativeCRD 8141699

  • Kenneth Gettinger

    Kenneth Gettinger

    ChairmanCRD 1511817

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Park City, UT

Summit

Location

Park City, UT

Headquartered in Park City, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Summit
Address
1389 Center Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth