Global Leisure Partners, LLC

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
11
Avg account
$0

Firm details

Headquarters
Wellington, Florida
CRD number
134435
Registered since
August 11, 2005

Firm profile

FINTRX

Overview

Global Leisure Partners, LLC is registered as a limited liability company and appears in SEC records dating to 2005. FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser or family office. Ownership is listed as a combination of a foreign entity and an individual. The firm does not identify itself as a capital allocator and it is not flagged as an active ESG investor. Several typical advisory attributes are not indicated in the dataset (multi-state adviser status, pension consulting, related-adviser relationships).

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

3 of 3
  • Maja Spalevic

    Maja Spalevic

    Managing Director, Chief Financial OfficerCRD 5985299

  • Andrew Kass

    Managing Director, Chief Executive OfficerCRD 2920401

  • Mark Harms

    Mark Harms

    Chairman & CEOCRD 1731456

Contacts

3 of 8
  • Simon Dunn

    Simon Dunn

    Operating OfficerCRD 7988465

  • Dillon Montag

    Dillon Montag

    Vice PresidentCRD 6799554

  • Thomas Griffiths

    Thomas Griffiths

    Managing DirectorCRD 7536980

Unlock 5 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

Wellington, FL

Palm Beach

Location

Wellington, FL

Headquartered in Wellington, 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
Palm Beach
Address
1321 Clydesdale Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth