DP EQUITY INVESTMENTS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WESTPORT, Connecticut
CRD number
315283
Registered since
June 4, 2021

Firm profile

FINTRX

Overview

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

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
  • PAUL DAVERSA

    CEO & FounderCRD 1413894

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth