OCP Capital, LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Wellington, Florida
CRD number
143381
Registered since
July 11, 2007
Website
ocpcap.com

Firm profile

FINTRX

Overview

OCP Capital, LLC is organized as a limited liability company that registered with the SEC in 2007. Ownership is listed as a mix of a domestic entity and an individual. Public disclosures classify the firm as "unclassified" and indicate it is not a capital allocator. The firm is not identified as an active ESG investor, is not a multi-state adviser, is not newly formed, and does not serve as a pension consultant or a related adviser to another registered firm. Available records do not include a description of the firm's advisory services, target client segments, fee schedules, or specific business activities. That lack of operational detail limits assessment of its client-facing model and investment approach.

Assets & Accounts

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 6
  • Luis Goberna

    PrincipalCRD 7152621

  • Sam Kaufman

    Institutional SalesCRD 6057455

  • George Rudman

    George Rudman

    PresidentCRD 2757828

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Wellington, FL

Palm Beach

Location

Wellington, FL

Headquartered in Wellington, 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
12156 Longwood Green Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth