Capulent LLC

Broker-DealerFINRA Member

Total AUM

—

Advisory reps

17

Avg account

$0

Firm details

Headquarters: Phoenix, Arizona
CRD number: 155155
Registered since: January 19, 2012
Website: www.capulent.com

Firm profile

FINTRX

Overview

Capulent LLC is organized as a limited liability company under individual ownership. Public data classifies the firm as "unclassified" and notes that it does not operate as a capital allocator. The profile also indicates the firm is not active on ESG investing initiatives and is not registered as a multi-state adviser; it is not newly formed and does not function as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client 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

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Contacts

3 of 12

Elliott Elbaz
FounderCRD 2839674
Scott Peters
Director of Fixed Income AlternativesCRD 1414526
Elizabeth Collins
FinOpCRD 4714831

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

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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AUM —REPS 118

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