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 SEC-registered limited liability company that operates as an institutional registered investment adviser. The firm registered with the SEC in 2023 and is owned by an individual. It reports a nonstandard fee structure and is marked as not acting as a capital allocator. The snapshot data indicates the firm is not an active ESG investor and does not identify as a multistate adviser in the firm profile fields provided.
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 3
Matthew 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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