Prevail Capital LLC
Firm details
- Headquarters
- Naples, Florida
- CRD number
- 141322
- Registered since
- January 9, 2007
Firm profile
FINTRXOverview
Prevail Capital LLC is organized as a Limited Liability Company and has been SEC-registered since 2007. Ownership is listed as a combination of a domestic entity and an individual; the firm's classification is recorded as unclassified in the supplied data. Several regulatory/status flags are present: the firm is not designated as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not flagged as a related adviser. The dataset supplied does not include descriptions of the firm's advisory services, fee model, target client segments, or investment mandate. Those items were not provided, so they cannot be characterized here.
Assets & Accounts
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
Owners & executives
1 of 1
Lisa Hulme
President and CEOCRD 6113324
Contacts
3 of 3Alexander Mack
FinOpCRD 4805607
Nicholas Hulme
Registered RepresentativeCRD 6437708
Alexander Hulme
Registered RepresentativeCRD 6437723
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Naples, FL
Collier
Location
Naples, FL
Headquartered in Naples, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- Collier
- Address
- 7693 Citrus Hill Ln
- Time zone
- ET (UTC-5)
- Office locations
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