Prospecta Equity Partners, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Pensacola, Florida
CRD number
329668
Registered since
August 13, 2026

Firm profile

FINTRX

Overview

Prospecta Equity Partners, LLC is organized as a limited liability company under individual ownership. Publicly available summary data for the firm is sparse: it is listed as an unclassified advisory entity and provides no published breakdown of client types, fee schedules, or core advisory activities. The firm also declined to supply information about its affiliations and broader business activities. Available metadata indicates Prospecta Equity Partners does not function as a capital allocator and does not self-identify as an active ESG investor. It is not presented as a multi-state advisory platform, is not designated as a pension consultant, and is not described as a related adviser. The firm is not described as newly formed, suggesting it has been operating for some time, but there is no public detail on its investment approach, product mix, or target client profiles.

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

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Pensacola, FL

Escambia

Location

Pensacola, FL

Headquartered in Pensacola, FL, anchoring the Pensacola-Ferry Pass, FL-AL metro in the South.

Metro area
Pensacola-Ferry Pass, FL-AL
Region
South
County
Escambia
Address
212 S Alcaniz St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth