Quilvest Capital Partners Securities LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
286380
Registered since
March 6, 2018

Firm profile

FINTRX

Overview

Quilvest Capital Partners Securities LLC is organized as a limited liability company and is SEC-registered as of 2018. Publicly available metadata classifies the firm as unclassified and lists its ownership as a mix of domestic entity and individual ownership. The record indicates the firm is not a capital allocator and is not identified as an active ESG investor. It is also not flagged as a multi-state adviser, pension consultant, or related adviser in the available data. Beyond these structural and regulatory attributes, the firm did not provide details about its advisory services, target client types, fee model, or the specific investment strategies it employs.

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

Owners & executives

1 of 1
  • Manuel Fischer

    Manuel Fischer

    Chief Compliance OfficerCRD 6478655

Contacts

3 of 6
  • David Isacovici

    David Isacovici

    Managing DirectorCRD 5031143

  • Matthew Stover

    Matthew Stover

    FinOpCRD 5266972

  • Benton Cummings

    Benton Cummings

    PartnerCRD 2540230

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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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
1185 Avenue Of The Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth