CARTESS INVESTMENT PARTNERS LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 317294
- Registered since
- March 3, 2025
Firm profile
FINTRXOverview
Cartess Investment Partners LLC is a limited liability company that operates as a sponsor and general partner for pooled investment vehicles. The firm is SEC-registered (registration year listed as 2025) and is owned by an individual. Cartess does not identify as an active ESG investor and is not labeled as a multi-state adviser or a pension consultant in the available data. Its public profile centers on managing pooled private investment structures rather than running traditional advisory relationships.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2JONATHAN DYER
PartnerCRD 6039369
Gregory Santaga
PartnerCRD 7478217
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 5956 Sherry Lne
- Time zone
- CT (UTC-6)
- Office locations
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