Park 64 Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 314196
- Website
- www.park64capital.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Derivatives1%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Ryan Nolan
Financial Advisor / OwnerCRD 7360107
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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