DP EQUITY INVESTMENTS LLC
Firm details
- Headquarters
- WESTPORT, Connecticut
- CRD number
- 315283
- Registered since
- June 4, 2021
Firm profile
FINTRXOverview
DP Equity Investments LLC is an owner-operated limited liability company that registered with the SEC in 2021. Public filings classify it as an unclassified adviser and indicate an individual owner rather than a firm-owned or institutional structure. The firm does not identify itself as an active ESG investor, a capital allocator, a multi-state adviser, or a pension consultant. Available disclosures are limited, but the firm’s primary advisory activity is centered on privately held investment vehicles rather than a retail advisory practice.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1PAUL DAVERSA
CEO & FounderCRD 1413894
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WESTPORT, CT
FAIRFIELD
Location
WESTPORT, CT
Headquartered in WESTPORT, CT, 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
- FAIRFIELD
- Address
- 33 Riverside Ave
- Time zone
- ET (UTC-5)
- Office locations
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