Audacity Capital Partners LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Santa Clarita, California
CRD number
324164
Registered since
July 6, 2023

Firm profile

FINTRX

Overview

Audacity Capital Partners LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered adviser with a 2023 registration year. Ownership is listed as individual and the firm's classification is recorded as "Unclassified." The snapshot flags the firm as not being a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. Several typical disclosure fields (client base, fee structure, business and advisory activities) are blank in the FINTRX entry, so the firm's investment focus and service model are not documented in the available snapshot.

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

1 of 1
  • Jeffrey Shippy

    Jeffrey Shippy

    Founder & CEOCRD 4845944

Contacts

1 of 1
  • Katherine Anderson

    Financial Operations PrincipalCRD 4723171

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Santa Clarita, CA

Los Angeles

Location

Santa Clarita, CA

Headquartered in Santa Clarita, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
26455 Riverrock Way
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth