Startengine Primary LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
44
Avg account
$0

Firm details

Headquarters
Burbank, California
CRD number
291773
Registered since
June 10, 2019

Firm profile

FINTRX

Overview

Startengine Primary LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. The snapshot identifies the owner type as a mix of a domestic entity and an individual. The record does not present the firm as a capital allocator and it is not flagged as an active ESG investor, pension consultant, related adviser, or multi-state adviser. FINTRX does not list specific advisory activities, a client base, or a fee structure for Startengine Primary LLC. The profile also indicates the firm is not a newly formed adviser. Those gaps in the dataset suggest the entity’s public footprint in advisory or traditional wealth-management roles is limited or not reported through this 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

3 of 12
  • Weslee Haynes

    Weslee Haynes

    Private Equity CoordinatorCRD 6967516

  • Jeremy McRoberts

    Jeremy McRoberts

    Private Equity CoordinatorCRD 5608748

  • Robert Creaser

    Robert Creaser

    Chief Compliance OfficerCRD 3198410

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Contacts

3 of 32
  • Brendan Miles

    Brendan Miles

    Senior Vice President, Investment AdvisorCRD 5788596

  • James Munro

    James Munro

    Private Equity AssociateCRD 6950947

  • Victoria Patrikus

    Victoria Patrikus

    Senior Compliance ManagerCRD 6972321

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Burbank, CA

Los Angeles

Location

Burbank, CA

Headquartered in Burbank, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
4100 W Alameda Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth