PISHON CAPITAL, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
335894

Firm profile

FINTRX

Overview

Pishon Capital, LLC operates as a small, manager-led investment entity structured as a limited liability company. The firm serves primarily as a sponsor, general partner and managing member of at least one pooled investment vehicle rather than as a traditional advisory firm with retail accounts. Its regulatory footprint is limited: it is not reported as a multi-state adviser, is not marked as an active ESG investor, and does not present as a pension consultant or related adviser. The firm's work appears focused on running private investment vehicles where the firm and its owners take the principal operating and governance roles.

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

3 of 4
  • Mark Miller

    PrincipalCRD 8118544

  • Dana Bonik

    PrincipalCRD 8117798

  • JAMES MORAN

    ManagerCRD 1843517

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
16000 Dallas Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth