CSP ADVISOR LP

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WILMINGTON, Delaware
CRD number
321729
Registered since
July 29, 2022

Firm profile

FINTRX

Overview

CSP Advisor LP is an SEC-registered limited partnership (registration year 2022) that functions as a sponsor and general partner for pooled investment vehicles. The firm is owned by domestic entities and individuals and is classified as unclassified under the available profile. It does not position itself as a capital allocator to external managers, is not flagged as an active ESG investor, and is not designated as a multi-state adviser or pension consultant.

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

1 of 1
  • David Blatt

    Chief Executive OfficerCRD 6727487

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WILMINGTON, DE

NEW CASTLE

Location

WILMINGTON, DE

Headquartered in WILMINGTON, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
South
County
NEW CASTLE
Address
1207 Delaware Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth