OBSERVATORY CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
OWINGS MILLS, Maryland
CRD number
170532

Firm profile

FINTRX

Overview

Observatory Capital Management, LLC is structured as a limited liability company owned by an individual. The firm is categorized as unclassified in the available snapshot and does not identify as a capital allocator or an active ESG investor. The dataset does not report a year of SEC registration. Observatory is not listed as a multi-state adviser, a pension consultant, or a related adviser to another registered entity.

Assets & Accounts

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

1 of 1
  • JONATHAN PERL

    General PartnerCRD 2573598

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

OWINGS MILLS, MD

BALTIMORE

Location

OWINGS MILLS, MD

Headquartered in OWINGS MILLS, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
BALTIMORE
Address
4750 Owings Mills Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth