CAPINSIGHTS PARTNERS, LLC
Firm details
- Headquarters
- GREENWICH, Connecticut
- CRD number
- 327448
- Registered since
- August 17, 2023
- Website
- capinsights.partners
- Fee structure
- Other
Firm profile
FINTRXOverview
Capinsights Partners, LLC is an owner-operated limited liability company that registered with the SEC in 2023. FINTRX classifies the firm as unclassified and records its fee structure as "other." The firm is not designated as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. Public filings and the FINTRX snapshot do not detail the firm’s client segments, advisory offerings, or day-to-day business activities.
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
Owners & executives
1 of 1STEVEN NELSON
Co-Founder and CEOCRD 5081074
Contacts
3 of 3MATTHEW MODICA
Registered RepresentativeCRD 4744558
ERIC PERRY
Partner and Co-FounderCRD 4873073
ROBERT SCHWAB
Managing DirectorCRD 5480333
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GREENWICH, CT
FAIRFIELD
Location
GREENWICH, CT
Headquartered in GREENWICH, 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
- 48 Maple Ave
- Time zone
- ET (UTC-5)
- Office locations
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