EGIS CAPITAL PARTNERS LP

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SUMMIT, New Jersey
CRD number
306123
Registered since
August 2, 2024

Firm profile

FINTRX

Overview

Egis Capital Partners LP is organized as a limited partnership and registered with the SEC in 2024. The firm’s owner type is listed as an individual and it reports acting as sponsor, general partner, or managing member for pooled investment vehicles. It does not report itself as a capital allocator, is not identified as an active ESG investor, and is not described as a multi-state or pension consultant adviser.

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
  • Christina DiNoto

    Chief Administrative OfficerCRD 7195162

Contacts

1 of 1
  • Robert Chefitz

    Managing PartnerCRD 7212184

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SUMMIT, NJ

UNION

Location

SUMMIT, NJ

Headquartered in SUMMIT, NJ, 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
UNION
Address
35 Beechwood Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth