VALUE PARTNERS LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOZEMAN, Montana
CRD number
319676

Firm profile

FINTRX

Overview

Value Partners LLC operates as a limited liability company and is classified as an unclassified entity. The firm is focused on investment activities, primarily in private equity, and has a specific interest in managing funds that align with this asset class. Although the firm does not have a publicly available record of its SEC registration year, it is owned by an individual, which often indicates a more personalized approach to client relationships and investment strategies.

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

1 of 1
  • JOHN IPPOLITO

    PartnerCRD 2761060

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOZEMAN, MT

GALLATIN

Location

BOZEMAN, MT

Headquartered in BOZEMAN, MT, in the West of the United States.

Region
West
County
GALLATIN
Address
233 E Main St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth