KRI CAPITAL, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
NEWPORT BEACH, California
CRD number
338752

Firm profile

FINTRX

Overview

KRI Capital, LLC operates as a limited liability company, focusing on investment activities without a specific classification. The firm does not identify as a capital allocator and does not actively engage in ESG investing. While details on their client base and fee structure remain undisclosed, KRI Capital is not a newly formed adviser and does not serve as a pension consultant. The firm has not provided information regarding its activities and affiliations, leaving its operational focus somewhat unclear.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Contacts

3 of 5
  • Mclean Kirk

    CRD 8219308

  • Johann Clapp

    CRD 8218676

  • Rakesh Marwah

    CRD 8217571

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NEWPORT BEACH, CA

ORANGE

Location

NEWPORT BEACH, CA

Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
620 Newport Center Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth