MASTERS RESEARCH PARTNERS LLC
Firm details
- Headquarters
- BOCA RATON, Florida
- CRD number
- 163260
- Registered since
- March 29, 2012
Firm profile
FINTRXOverview
Masters Research Partners LLC is a privately held limited liability company that has been SEC-registered since 2012. The firm is listed as owned by a domestic entity and/or individual and is classified in the data set as unclassified. Public records indicate Masters Research Partners does not position itself as a multi-state adviser, a capital allocator, a pension consultant, or an ESG-active manager. Rather than operating as a traditional advisory practice with separately managed retail accounts, the firm’s filings and activity labels point to a role in pooled investment vehicles. The firm is identified in filings as an other investment adviser and is also associated with functions such as accountant and sponsor, as well as acting as general partner/managing member of pooled investment vehicles. Those affiliations suggest the firm’s primary business model centers on creating, operating, or managing private pooled funds rather than delivering one-off advisory mandates to individual accounts.
Assets & Accounts
Investments & Alternatives
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
2 of 2GARY RUBIN
Managing MemberCRD 3187712
GARY KAY
PresidentCRD 2243572
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOCA RATON, FL
PALM BEACH
Location
BOCA RATON, FL
Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 2080 NW 2nd Ave
- Time zone
- ET (UTC-5)
- Office locations
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