CREATIVE CLIMATE CAPITAL, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LONG VALLEY, New Jersey
CRD number
328666
Registered since
October 23, 2023

Firm profile

FINTRX

Overview

Creative Climate Capital, LLC is an SEC-registered limited liability company that first registered in 2023 and is owned by an individual. Public filings classify the adviser as unclassified and do not identify it as a capital allocator. Despite the firm's name, disclosures indicate it is not documented as an active ESG investor. The firm’s public profile supplies very limited detail about its advisory activities, fee schedule, or client segments.

Assets & Accounts

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

2 of 2
  • JONATHAN URGELL

    Chief Investment OfficerCRD 5368504

  • DAWN KENNEALY

    Chief Operating OfficerCRD 2716338

Contacts

1 of 1
  • MARK PARIS

    Managing PartnerCRD 1882761

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LONG VALLEY, NJ

MORRIS

Location

LONG VALLEY, NJ

Headquartered in LONG VALLEY, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
MORRIS
Address
114 Middle Valley Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth