QUILVEST CAPITAL PARTNERS SECURITIES LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
8
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 has been SEC-registered since 2018. The firm is listed as owned by a domestic entity and/or individual and is categorized as "unclassified" in the source data. The available records do not identify core business lines, fee schedules, client segments, or detailed advisory activities. The dataset flags the firm as not acting as a capital allocator and not identifying as an active ESG investor. It is also not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser according to the source.

Assets & Accounts

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

    Chief Compliance OfficerCRD 6478655

Contacts

3 of 7
  • DAVID ISACOVICI

    Managing DirectorCRD 5031143

  • JUSTIN CURTIS

    Vice PresidentCRD 6080902

  • MATTHEW STOVER

    FinOpCRD 5266972

Unlock 4 more contacts

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
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