ADVANTAGE CAPITAL LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Guaynabo, PR
CRD number
339174

Firm profile

FINTRX

Overview

Advantage Capital LLC operates as a small, owner-managed limited liability company that concentrates its activity on private fund management rather than on broad retail advisory services. The firm is classified as unclassified and is not listed as an active ESG investor or a multi-state adviser, suggesting a focused, localized operating footprint. Public reporting shows no retail client relationships; the firm’s visible investment activity centers on a private equity fund vehicle, which implies a manager-first approach to deploying capital into private-company opportunities rather than maintaining a large platform of discretionary individual accounts or model-based portfolio programs.

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

3 of 3
  • Charles Donato

    CRD 8190676

  • Julia Bofill

    CRD 8190682

  • Nubia Diaz Figueroa

    CRD 8190685

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Guaynabo, PR

Location

Guaynabo, PR

Headquartered in Guaynabo, PR, anchoring the San Juan-Bayam_n, PR metro.

Metro area
San Juan-Bayam_n, PR
Address
Amelia Industrial Park Diana
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth