PRIDECO CAPITAL PARTNERS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
NEWPORT BEACH, California
CRD number
333586

Firm profile

FINTRX

Overview

Prideco Capital Partners, LLC is a small, privately owned investment adviser organized as a limited liability company. The firm does not appear to operate as a broad retail RIA with listed advisory accounts; instead its activity centers on a single pooled vehicle. Regulatory and public disclosure fields for many standard adviser attributes are blank or unclassified, and the firm is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator. Owner control is individual rather than institutional. The available information points to a boutique structure that focuses on managing a private fund rather than running numerous separate advisory clients. That fund structure implies the firm’s primary business is intermediating private-capital or specialty investments for a group of investors rather than providing mass-market advisory services or custody-based investment programs.

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 3
  • BRANDON SMALL

    Co-FounderCRD 3262658

  • MATTHEW LYON

    Co-FounderCRD 1976849

  • Huy Do

    PartnerCRD 7996960

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NEWPORT BEACH, CA

ORANGE

Location

NEWPORT BEACH, CA

Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
1200 Newport Center Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth