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 organized as a limited liability company and has been SEC-registered since 2013. The firm is owned by an individual and is classified in the dataset as unclassified rather than as a broker/dealer-affiliated or multi-state advisory platform. The public record for the firm is sparse: it is not identified as a capital allocator, is not flagged as an active ESG investor, and is not listed as a pension consultant or related adviser. The available disclosures do not include typical operating details such as client types, fee schedules, or core advisory activities. That limited profile, combined with the other attributes above, indicates KPG Capital Partners presents as a small, lightly documented advisory entity in the regulatory data.

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
  • Kenneth Gettinger

    Kenneth Gettinger

    ChairmanCRD 1511817

  • Elizabeth Keveney

    Elizabeth Keveney

    DirectorCRD 2312332

  • Massimo Chiodi

    Massimo Chiodi

    Managing DirectorCRD 3049049

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth