Dragonfly Capital Partners, LLC

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Mount Pleasant, South Carolina
CRD number
125199
Registered since
July 11, 2003

Firm profile

FINTRX

Overview

Dragonfly Capital Partners, LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. The firm appears on the SEC register with an original filing year of 2003. Ownership is listed as a combination of a domestic entity and an individual. FINTRX flags several negative indicators rather than service lines: the firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. The dataset does not include discrete entries for client types, fee schedules, or specific advisory/business activities.

Assets & Accounts

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

Contacts

3 of 5
  • Randall Snyder

    Investment ConsultantCRD 2313226

  • Chester Burley

    Chester Burley

    Managing DirectorCRD 2351247

  • Rene Usher

    Rene Usher

    Executive Vice PresidentCRD 2433659

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth