MOSAIC CAPITAL PARTNERS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Charlotte, North Carolina
CRD number
334830
Registered since
November 20, 2025

Firm profile

FINTRX

Overview

Mosaic Capital Partners LLC is organized as a limited liability company and is SEC-registered (2025). The firm is owned by an individual and is classified in FINTRX data as "Unclassified." Its registered activities include sponsoring and serving as general partner and managing member of pooled investment vehicles, indicating a fund-centric operating model rather than a traditional advisory practice. The firm is not flagged as an active ESG investor, multi-state adviser, pension consultant, or related adviser in the provided records.

Assets & Accounts

Investments & Alternatives

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
  • STEPHEN BUCHANAN

    Founder and Managing PartnerCRD 6433501

  • KEITH BUTCHER

    Managing PartnerCRD 4490073

  • IAN MOHLER

    PartnerCRD 6433506

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Charlotte, NC

MECKLENBURG

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
MECKLENBURG
Address
101 S Tryon St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth