CASEY CAPITAL, LLC
Firm details
- Headquarters
- SARASOTA, Florida
- CRD number
- 160680
- Registered since
- March 20, 2012
Firm profile
FINTRXOverview
Casey Capital, LLC is a limited liability company that has been SEC-registered since 2012 and is owned by an individual. The firm functions primarily as a sponsor and general partner, serving as managing member of pooled investment vehicles rather than as a traditional advisory boutique with a broad retail or institutional client base. Regulatory data indicates it is not an active ESG investor and is not classified as a multi-state adviser or capital allocator.
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 1MEGHAN CASEY
CFOCRD 6032014
Contacts
1 of 1KEVIN CASEY
Managing MemberCRD 2318646
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SARASOTA, FL
SARASOTA
Location
SARASOTA, FL
Headquartered in SARASOTA, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- SARASOTA
- Address
- 3769 Caledonia Ln
- Time zone
- ET (UTC-5)
- Office locations
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