LOMETA CAPITAL PARTNERS, INC.

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SUGAR LAND, Texas
CRD number
311039
Registered since
December 14, 2020

Firm profile

FINTRX

Overview

Lometa Capital Partners, Inc. is an independent registered investment adviser that operates primarily as a capital allocator through advised private funds. Formed and SEC-registered in 2020 and owned by an individual, the firm does not report a retail advisory business footprint — instead its activity centers on managing pooled private capital. The firm is not identified as an active ESG investor, is not registered as a multi-state adviser, and does not list pension consulting or related-adviser services. Investment activity is focused on private equity vehicles. As a private-funds manager, Lometa Capital Partners appears to structure and run pooled investment vehicles rather than maintain a lineup of individual brokerage or wrap accounts for retail clients. That positioning suggests the firm’s allocation decisions are driven by fund-level strategy, capital calls, and investor relations with a limited group of fund investors.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • NEAL JAIN

    CEO & PartnerCRD 5377368

Contacts

1 of 1
  • VINCENT SMITH

    PartnerCRD 5928323

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SUGAR LAND, TX

FORT BEND

Location

SUGAR LAND, TX

Headquartered in SUGAR LAND, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
FORT BEND
Address
77 Sugar Creek Center Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth