Park 64 Capital, LLC

RIASEC Registered
Total AUM
$21.5M
Discretionary
$21.5M
100% of AUM
Avg account
$114K
Accounts
188
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
314196
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Park 64 Capital, LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management for individuals and small businesses. The firm charges a combination of percentage-of-AUM, hourly and fixed fees, and is structured as a single-owner limited liability company. Its practice emphasizes liquid, publicly traded equity exposure as the primary building block of client portfolios, supplemented by third-party real estate allocations and mutual funds where appropriate. The firm is not positioned as a capital allocator or pension consultant, it does not identify as an active ESG investor, and it focuses on a client base made up of retail individuals and families rather than institutional mandates. Park 64 Capital’s business activities include advisory planning and portfolio implementation, and it also operates as an other-financial-product salesperson. The firm appears to run largely discretionary portfolios — its reported discretionary assets equal its total assets — indicating portfolio decisions are executed under client-authorized discretion.

Assets & Accounts

Public Holdings

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

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Derivatives 1%, Cash & Cash Equivalents 1%98%
  • Exchange Traded Equities98%
  • Derivatives1%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Ryan Nolan

    Ryan Nolan

    Financial Advisor / OwnerCRD 7360107

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

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth