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 registered with the SEC in 2002. FINTRX classifies the firm as unclassified and lists its owner type as a combination of domestic entity and individual. The record indicates the firm is not a capital allocator and is not active on ESG mandates. It is not reported as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm has provided little public detail about its business model: entries for client base, fee structure, business activities, and advisory activities are blank in the source record. That lack of disclosure limits what can be said about its investment approach, client segments, or service offering from the available data.
Assets & Accounts
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 4John Miller
FinOpCRD 2139980
Manju Basavaraju
Head of Institutional SalesCRD 2535578

Michael Ross
PresidentCRD 3133134
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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