Atlantic - Pacific Capital, Inc.

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
19
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 organized as a corporation and is classified in the source data as an investment bank. The firm has been SEC-registered since 1995 and is owned by an individual. Available disclosures in the dataset are sparse: the firm is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm did not provide detail on client segments, fee arrangements, specific business or advisory activities, or external affiliations in the available profile. That limited public information constrains insight into its operational focus beyond the basic corporate and regulatory descriptors recorded here.

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
  • Anthony Bossone

    Anthony Bossone

    Partner, CFOCRD 3269438

  • Raed Elkhatib

    Raed Elkhatib

    President, CEOCRD 5124082

Contacts

3 of 17
  • Robert Mcdowell

    Robert Mcdowell

    Senior Vice PresidentCRD 6805648

  • James Manley

    James Manley

    ChairmanCRD 1414509

  • Shawn Schestag

    Shawn Schestag

    PartnerCRD 4249703

Unlock 14 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