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 organized as a limited liability company and is positioned as an investment bank and placement agent rather than a traditional advisory or asset-management firm. Ownership is listed as individual control. The firm does not present itself as a capital allocator, and its profile indicates it is not an active ESG investor, not a multi-state adviser, and not a pension consultant.
Assets & Accounts
Investments & Alternatives
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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