CASORO CAPITAL, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
192516

Firm profile

FINTRX

Overview

Casoro Capital, LLC operates as a limited liability company focused on investment activities primarily within the real estate sector. The firm does not classify itself under any specific advisory category and does not engage in capital allocation or pension consulting. It does not have a client base listed, suggesting that its operations may be more oriented towards managing private funds rather than providing advisory services to individual clients. The firm is not recognized as an active ESG investor and does not have affiliations with multi-state advisory activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • MONTE LEE-WEN

    Founder & CEOCRD 6484622

Contacts

1 of 1
  • YUEN YUNG

    President, Co-FounderCRD 2692571

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
9050 N Capital of Texas Hwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth