PLANETEER CAPITAL

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
325008
Registered since
March 29, 2023

Firm profile

FINTRX

Overview

Planeteer Capital is a small, recently registered advisory entity organized as a limited liability company and registered with the SEC in 2023. The firm functions primarily as a sponsor and general partner, managing at least one pooled investment vehicle. Its activity is concentrated on private-market equity through a venture capital structure rather than on traditional advisory relationships with retail or institutional advisory clients. The firm is not identified as an active ESG investor, is classified as an individual-owner firm, and is not positioned as a multi-state adviser or a capital allocator in the snapshot data. Given its role as sponsor and GP, Planeteer Capital’s investment posture is oriented toward sourcing, structuring and managing direct equity investments in early-stage or growth-oriented private businesses. As a manager of a pooled VC vehicle, the firm is likely to allocate across multiple portfolio companies, take active governance roles where appropriate, and pursue follow-on financing when needed to support portfolio company growth.

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
  • Sophie Purdom

    Managing PartnerCRD 7695818

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
55 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth