DALFORT CAPITAL PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
317495
Registered since
March 23, 2023

Firm profile

FINTRX

Overview

Dalfort Capital Partners LLC is a recently registered SEC adviser (registered in 2023) that operates as a sponsor, general partner and managing member of pooled investment vehicles. The firm is organized as a limited liability company with ownership described as a mix of a domestic entity and an individual. Dalfort does not present itself as a capital allocator to third-party managers, is not identified as an active ESG investor, and is not described as a multi-state or pension-focused adviser.

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
  • HILLARY BROWN

    Chief Financial OfficerCRD 7188861

Contacts

1 of 1
  • BRYAN BAILEY

    Managing PartnerCRD 5414126

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
3963 Maple Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth