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 SEC records with a 2023 registration year. The firm is listed as owned by an individual and is categorized as "unclassified" in the snapshot data. Several regulatory and operating flags in the profile are negative: it is not identified as a capital allocator, not active on ESG, not a multi-state adviser, not a pension consultant, and not recorded as a related adviser. Publicly available profile fields for the firm are sparse. The snapshot does not disclose client types, fee arrangements, core business or advisory activities, or any affiliations; those fields were left blank in the source data. The absence of operational detail limits what can be said about the firm’s investment approach, target clients, or service model.

Assets & Accounts

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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