FOCUSPOINT PRIVATE CAPITAL GROUP
Firm details
- Headquarters
- New York, New York
- CRD number
- 122341
- Registered since
- November 8, 2002
- Website
- www.fpcgllc.com
Firm profile
FINTRXOverview
Focuspoint Private Capital Group is organized as a limited liability company and has been SEC-registered since 2002. FINTRX classifies ownership as a mix of a domestic entity and an individual but does not assign the firm to a specific advisory classification. Public records for the firm contain very limited operational detail: the firm is not identified as a capital allocator, does not report active ESG investing, and is not flagged as a multi-state adviser, pension consultant, newly formed adviser, or related adviser. FINTRX provides no description of Focuspoint Private Capital Group’s client segments, fee schedules, advisory activities, or manager allocations. The absence of disclosed business activities and affiliations in the record limits what can be concluded about the firm’s typical mandates, target clients, or investment approach.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2LOUIS MATTIELLI
Chief Compliance OfficerCRD 1074096
DAVID CONROD
Chief ExecutiveCRD 2400517
Contacts
3 of 10JONATHAN MORLEY
Co-FounderCRD 1802026
PATRICIA CHALIAN
Managing DirectorCRD 4808350
PHYLLIS CHIN
FinOpCRD 6250921
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, 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
- NEW YORK
- Address
- 712 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
CREDIT AGRICOLE SECURITIES (USA) INC.
Broker-DealerNew York, NY
CANTOR FITZGERALD & CO.
Broker-DealerNew York, NY
DSIL INVESTMENT SERVICES LLC
Broker-DealerNew York, NY
J.P. Morgan Securities LLC
Broker-DealerNew York, NY
COLONIAL SECURITIES, INC.
Broker-DealerNew York, NY
BNY Mellon Securities Corporation
Broker-DealerNew York, NY