CP CAPITAL GROUP LLC

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

Firm details

Headquarters
DALLAS, Texas
CRD number
331147

Firm profile

FINTRX

Overview

CP Capital Group LLC is organized as a limited liability company that appears to function primarily as a sponsor and general partner of pooled investment vehicles. The firm is classified as unclassified in the source data and is identified as having both a domestic-entity and individual ownership structure. It is not described as a multi-state adviser, an active ESG investor, a capital allocator, or a pension consultant. The SEC registration year is not provided.

Assets & Accounts

Investments & Alternatives

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

2 of 2
  • CHARLES CALISE

    Chief Executive OfficerCRD 6188010

  • Chelsea Navarro

    Chief Financial OfficerCRD 7922963

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
1201 Main St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth