HALMOS CAPITAL PARTNERS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2017
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CORAL GABLES, Florida
CRD number
289029
Registered since
July 14, 2017

Firm profile

FINTRX

Overview

Halmos Capital Partners LLC is an individual-owned limited liability company that registered with the SEC in 2017. The firm functions primarily as a sponsor and general partner, acting as the managing member for pooled investment vehicles rather than operating as a traditional multi-state advisory firm. It is not identified as an active ESG investor and does not present itself as a capital allocator in the snapshot data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • ANDREW COHAN

    Founder and Chief Investment OfficerCRD 5000264

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

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Location

Primary office

CORAL GABLES, FL

MIAMI DADE

Location

CORAL GABLES, FL

Headquartered in CORAL GABLES, 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
2600 S Douglas Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth