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

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Overview

Dragonfly Capital Partners, LLC is organized as a limited liability company and is classified in the data set as an investment bank. The firm appears on SEC records dating back to 2003. Ownership is listed as a combination of a domestic entity and an individual. The snapshot information flags Dragonfly as not functioning as a capital allocator and not identifying as an active ESG investor. It is also not listed as a multi-state adviser, not newly formed, and not positioned as a pension consultant or related adviser. The firm did not supply discrete descriptions of its business or advisory activities in the available materials.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 5
  • Randall Snyder

    Investment ConsultantCRD 2313226

  • Donald Millen

    Donald Millen

    PresidentCRD 3109616

  • Rene Usher

    Rene Usher

    Executive Vice PresidentCRD 2433659

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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