HOULIHAN CAPITAL, LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
156028
Registered since
July 6, 2011

Firm profile

FINTRX

Overview

Houlihan Capital, LLC is an SEC-registered limited liability company that appears in FINTRX as an entity formed in 2011 and classified as an investment bank. The dataset identifies the owner type as a combination of a domestic entity and an individual. FINTRX characterizes the firm as not functioning as a capital allocator and not operating as an active ESG investor. It is also not listed as a multi-state adviser, a pension consultant, or a related adviser. The firm did not supply descriptive details about client segments, advisory activities, or fee schedules in the provided dataset. The presence of an investment-banking classification plus the absence of capital-allocation activity in the record suggests the organization's primary business activity is likely transaction- and advisory-oriented rather than managing discretionary public or private investment portfolios.

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

Contacts

3 of 9
  • Maxwell Monachino

    Investment Banking AnalystCRD 7769367

  • Jacques Zureikat

    Vice PresidentCRD 6975054

  • Gavin Gasperov

    Investment Banking AnalystCRD 7759342

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
200 W Madison St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth