APTO PARTNERS, LLC
Firm details
- Headquarters
- MENDHAM, New Jersey
- CRD number
- 155843
- Registered since
- July 25, 2011
- Website
- www.aptopartners.com
Firm profile
FINTRXOverview
Apto Partners, LLC is an SEC-registered investment adviser formed as a limited liability company in 2011. The firm is owned by an individual and is categorized as unclassified in the FINTRX snapshot. FINTRX flags the firm as not acting as a capital allocator and not identifying as an active ESG investor. It is not registered as a multi-state adviser, is not listed as newly formed, and is not described as a pension consultant or a related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1JUAN ESPINOSA
FounderCRD 3268752
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MENDHAM, NJ
MORRIS
Location
MENDHAM, NJ
Headquartered in MENDHAM, NJ, 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
- MORRIS
- Address
- 5 Cold Hill Rd S
- Time zone
- ET (UTC-5)
- Office locations
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