Thales Capital Partners LLC

Broker-DealerFINRA MemberEst. 2015
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
172125
Registered since
March 16, 2015

Firm profile

FINTRX

Overview

Thales Capital Partners LLC is organized as a limited liability company and has been registered with the SEC since 2015. The firm's ownership is listed as a combination of a domestic entity and an individual. Its FINTRX snapshot classifies the adviser as unclassified and indicates it is not a capital allocator, not an active ESG investor, and not a multi‑state or newly formed adviser. The profile also flags that the firm does not serve as a pension consultant and has no listed related adviser relationships. The public record available through this dataset contains minimal detail about the firm’s business lines. Core items such as client segments, fee structure, and specific advisory activities are not disclosed in the provided snapshot, limiting the ability to characterize their target clients or service model from these sources alone.

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 3
  • Timothy Oshea

    Timothy Oshea

    Partner, President & Chief Operating OfficerCRD 1977624

  • Marc Cohen

    Marc Cohen

    Founder & Chief Exceutive OfficerCRD 2744699

  • Pasquale Tondi

    Pasquale Tondi

    Chief Administrative OfficerCRD 1208585

Contacts

3 of 5
  • Peter Lacalamita

    Peter Lacalamita

    Managing DirectorCRD 1043757

  • Tony Pepper

    Tony Pepper

    ControllerCRD 5436618

  • Abbie Calaforra

    Abbie Calaforra

    Capital StrategistCRD 8238998

Unlock 2 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
540 Madison Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth