Capulent LLC
Firm details
- Headquarters
- Phoenix, Arizona
- CRD number
- 155155
- Registered since
- January 19, 2012
- Website
- www.capulent.com
Firm profile
FINTRXOverview
Capulent LLC is registered with the SEC as a limited liability company and has been on the SEC register since 2012. Public filings identify the firm as owned by an individual and classify it as "Unclassified." The available snapshot indicates the firm is not designated as a capital allocator, is not an active ESG investor, and is not listed as a pension consultant or related adviser. Publicly available details about the firm's client base, fee arrangements, core business or advisory activities are not provided in the source data. The snapshot also flags the firm as not a multi-state adviser, a point that appears to conflict with location information in the dataset (see Location & Offices).
Assets & Accounts
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
3 of 5
Michael Phippen
Chief Investment OfficerCRD 3020686

David Hsu
Chief Compliance OfficerCRD 4140214

Edward Fernandez
President, CEOCRD 2956661
Contacts
3 of 11
Elliott Elbaz
FounderCRD 2839674

Scott Peters
Director of Fixed Income AlternativesCRD 1414526
Elizabeth Collins
FinOpCRD 4714831
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Phoenix, AZ
Maricopa
Location
Phoenix, AZ
Headquartered in Phoenix, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 3200 E Camelback Rd
- Time zone
- MT (UTC-7)
- Office locations
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