CVF CAPITAL PARTNERS, INC.

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DAVIS, California
CRD number
164965
Registered since
August 31, 2012

Firm profile

FINTRX

Overview

CVF Capital Partners, Inc. is a corporation that registered with the SEC in 2012 and is owned by an individual. The firm is classified as unclassified in the snapshot data and is not described as a multi-state adviser, pension consultant, related adviser, or an active ESG investor. It is not identified as a capital allocator. The firm’s primary activity appears to be sponsoring and managing pooled investment vehicles. FINTRX notes CVF Capital Partners acts as sponsor, general partner, or managing member for private pooled vehicles, which aligns with its fund-focused footprint rather than a traditional retail advisory practice.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • JOSE BLANCO

    Managing PartnerCRD 6103690

  • EDWARD MCNULTY

    ​Senior PartnerCRD 2514125

  • JOSE BLANCO

    Managing PartnerCRD 2071830

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

DAVIS, CA

YOLO

Location

DAVIS, CA

Headquartered in DAVIS, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area
Sacramento-Roseville, CA
Region
West
County
YOLO
Address
1590 Drew Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth