VOCAP INVESTMENT PARTNERS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
VERO BEACH, Florida
CRD number
315475
Registered since
September 30, 2021

Firm profile

FINTRX

Overview

Vocap Investment Partners, LLC is a privately held limited liability company that registered with the SEC in 2021. The firm is individually owned and appears structured around acting as a sponsor and general partner — serving as managing member for pooled investment vehicles rather than operating as a traditional retail advisory practice. Vocap is not identified as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or related adviser.

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

Owners & executives

1 of 1
  • Wendy Coya

    CFO, PartnerCRD 7422207

Contacts

2 of 2
  • Robert Olmstead

    Managing PartnerCRD 7419960

  • Michael Becker

    Managing PartnerCRD 7427258

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

VERO BEACH, FL

INDIAN RIVER

Location

VERO BEACH, FL

Headquartered in VERO BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
INDIAN RIVER
Address
2770 Indian River Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth