HAPI
Firm details
- Headquarters
- PORTLAND, Oregon
- CRD number
- 311868
- Registered since
- January 27, 2022
- Website
- hapi.trade
Firm profile
FINTRXOverview
Hapi is organized as a limited liability company and is registered with the SEC as of 2022. The firm is classified as unclassified in the available data and is owned by a mix of a domestic corporate entity and an individual. The dataset flags Hapi as not operating as a capital allocator and not active on ESG investing. It is also not listed as a multistate adviser and is not identified as a newly formed adviser in the record provided.
Assets & Accounts
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
Owners & executives
1 of 1Christian Maynard-Philipp
CEO & CCOCRD 6592228
Contacts
3 of 6Guilherme Mucceli Moreira Rangel
Senior Compliance OfficerCRD 8030045
NICOLE BRINKERHOFF
CRD 5742266
Steven Eng
Deputy CCOCRD 6293783
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PORTLAND, OR
MULTNOMAH
Location
PORTLAND, OR
Headquartered in PORTLAND, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- MULTNOMAH
- Address
- 2646 NW Cornell Rd
- Time zone
- PT (UTC-8)
- Office locations
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