Atlantic - Pacific Capital, Inc.

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
20
Avg account
$0

Firm details

Headquarters
Stamford, Connecticut
CRD number
38356
Registered since
October 25, 1995

Firm profile

FINTRX

Overview

Atlantic - Pacific Capital, Inc. is recorded as a corporation that has been SEC-registered since 1995 and is classified in FINTRX as an investment bank. Ownership is listed as individual; the firm is not identified as a capital allocator and is not characterized as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. FINTRX does not provide details on the firm’s advisory activities, client segments, fee structure, or specific business lines. The limited public profile in the data set suggests the entity operates more in an investment-banking capacity than as a traditional registered investment adviser managing outside client assets, but the record is sparse on services and target clients.

Assets & Accounts

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

2 of 2
  • Raed Elkhatib

    Raed Elkhatib

    President, CEOCRD 5124082

  • Anthony Bossone

    Anthony Bossone

    Partner, CFOCRD 3269438

Contacts

3 of 18
  • Conor Manley

    Conor Manley

    PrincipalCRD 4990448

  • Samantha Sarkis

    Samantha Sarkis

    Senior AssociateCRD 7240157

  • Christopher Koinis

    Christopher Koinis

    PrincipalCRD 6500990

Unlock 15 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, CT, 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
Fairfield
Address
1 Dock St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth