SIROCCO PARTNERS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
NEWPORT BEACH, California
CRD number
332835
Registered since
August 14, 2024

Firm profile

FINTRX

Overview

Sirocco Partners, LLC is a limited liability company that registered with the SEC in 2024. The firm is owned by an individual and is classified in FINTRX data as unclassified. Its reported industry role is primarily as sponsor, general partner and managing member of pooled investment vehicles rather than as a traditional multi-client advisory practice. The firm does not report being an active ESG investor, a multi-state adviser, a capital allocator, a pension consultant, or a related adviser in the provided data.

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

2 of 2
  • WALTER DEETER

    Managing DirectorCRD 1323923

  • DANIEL SWICK

    Financial AdvisorCRD 2341273

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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
500 Newport Center Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth