Dragonfly Capital Partners, LLC
Firm details
- Headquarters
- Mount Pleasant, South Carolina
- CRD number
- 125199
- Registered since
- July 11, 2003
- Website
- www.dragonflycapital.com
Firm profile
FINTRXOverview
Dragonfly Capital Partners, LLC is organized as a limited liability company and has been SEC-registered since 2003. FINTRX classifies the firm as an investment bank and lists the owner type as a combination of a domestic entity and an individual. The record indicates the firm is not a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not identified as a related adviser or a newly formed adviser. The source does not provide specifics on the firm's advisory scope, client segments, fee schedules, or day-to-day business activities.
Assets & Accounts
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
Contacts
3 of 5Randall Snyder
Investment ConsultantCRD 2313226

Donald Millen
PresidentCRD 3109616

Rene Usher
Managing DirectorCRD 2433659
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mount Pleasant, SC
Charleston
Location
Mount Pleasant, SC
Headquartered in Mount Pleasant, SC, in the South of the United States.
- Region
- South
- County
- Charleston
- Address
- 694 Pawley Rd
- Time zone
- ET (UTC-5)
- Office locations
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