FITZ ROY CAPITAL, LLC
Firm details
- Headquarters
- LINCOLN, Nebraska
- CRD number
- 307884
Firm profile
FINTRXOverview
Fitz Roy Capital, LLC is organized as a limited liability company and is described in source materials primarily as an "other financial product salesperson" rather than as a conventional registered investment advisor that manages retail or institutional client accounts. The firm is owned by an individual and is not identified as a multi-state adviser, an active ESG investor, a pension consultant, or a related adviser. Classification in the snapshot is listed as unclassified and the SEC registration year is not specified.
Assets & Accounts
Investments & Alternatives
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
2 of 2ROY PATTERSON
Co-Founder and Managing PartnerCRD 7235436
CREIGHTON BASSETT
Co-Founder and Managing PartnerCRD 5436812
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LINCOLN, NE
LANCASTER
Location
LINCOLN, NE
Headquartered in LINCOLN, NE, anchoring the Lincoln-Beatrice, NE metro in the Midwest.
- Metro area
- Lincoln-Beatrice, NE
- Region
- Midwest
- County
- LANCASTER
- Address
- 8600 Amber Hill Ct
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
VALUE INVESTING CAPITAL MANAGEMENT, LLC.
Exempt Reporting AdvisorOMAHA, NE
STARKEL CAPITAL MANAGEMENT, INC
Exempt Reporting AdvisorELKHORN, NE
BOSTON OMAHA ASSET MANAGEMENT
Exempt Reporting AdvisorOMAHA, NE
KRATKY CAPITAL MANAGEMENT, LLC
Exempt Reporting AdvisorOMAHA, NE
DUNDEE VC MANAGEMENT LLC
Exempt Reporting AdvisorOMAHA, NE
GRIT ROAD PARTNERS, LLC
Exempt Reporting AdvisorOMAHA, NE