JOSEPH CAPITAL, LLC
Firm details
- Headquarters
- SAN JUAN, PR
- CRD number
- 120414
- Registered since
- July 17, 2002
Firm profile
FINTRXOverview
Joseph Capital, LLC is a limited liability company that has been registered with the SEC since 2002. The firm is owned by a combination of a domestic entity and an individual. In the available records it is classified as "Unclassified" and is not identified as a capital allocator. It does not report being an active ESG investor, is not a multisate adviser according to the snapshot, and is not listed as a pension consultant or related adviser. The firm has not provided detail in the source data about its advisory disciplines, client segments, fee schedules, or specific business activities. That absence of disclosure limits visibility into the strategies, target clients, or services Joseph Capital emphasizes.
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
Contacts
3 of 4MANJU BASAVARAJU
Head of Institutional SalesCRD 2535578
MICHAEL ROSS
PresidentCRD 3133134
JOHN MILLER
FinOpCRD 2139980
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN JUAN, PR
Location
SAN JUAN, PR
Headquartered in SAN JUAN, PR, anchoring the San Juan-Bayam_n, PR metro.
- Metro area
- San Juan-Bayam_n, PR
- Address
- 15 Calle Taft
- Office locations
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