Enclave Capital LLC

Broker-DealerFINRA MemberEst. 1988
Total AUM
—
Advisory reps
21
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
22732
Registered since
May 16, 1988

Firm profile

FINTRX

Overview

Enclave Capital LLC is structured as a limited liability company that has been SEC-registered since 1988. The firm is owned by an individual and is classified in the data as an investment bank rather than a traditional registered investment adviser. The profile indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. It is also not flagged as a multistate adviser or a newly formed adviser. The firm did not provide detail on its specific advisory activities, client segments, fee schedules or day-to-day business lines in the source data. That absence, together with its classification as an investment bank, suggests its primary activities may not resemble a typical advisory practice that reports client AUM to third-party aggregators.

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

Owners & executives

1 of 1
  • Robert Mazzeo

    Robert Mazzeo

    CEO & FounderCRD 2460221

Contacts

3 of 20
  • Allan Weine

    Limited PartnerCRD 2162226

  • Susan Dumont

    Susan Dumont

    CCOCRD 2346501

  • Thomas Mykityshyn

    Thomas Mykityshyn

    Co-Founder & Managing PartnerCRD 1038053

Unlock 17 more contacts →

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
701 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth