SEVEN POINTS CAPITAL, LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
40
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
144211
Registered since
October 8, 2007

Firm profile

FINTRX

Overview

Seven Points Capital, LLC is an SEC-registered advisory firm formed as a limited liability company and registered in 2007. FINTRX classifies the firm as unclassified and lists the owner type as individual. The dataset indicates the firm is not identified as a capital allocator and is not flagged as an active ESG investor. Several typical profile fields (client base, fee structure, advisory activities) are not populated in the provided record.

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

Contacts

3 of 40
  • Gregory Mourad

    Equity TraderCRD 6573009

  • Kuan Wang

    TraderCRD 6641091

  • Charles Wilson

    CRD 8261317

Unlock 37 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
150 E 52nd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth