Joseph Capital, LLC

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
San Juan, PR
CRD number
120414
Registered since
July 17, 2002

Firm profile

FINTRX

Overview

Joseph Capital, LLC is a limited liability company that has been SEC-registered since 2002. The firm is designated as "unclassified" in the available filings and is owned by a domestic entity and an individual. Available metadata flags it as not acting as a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. No details about advisory services, client types, fee structure, or specific business activities were provided.

Assets & Accounts

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 4
  • Manju Basavaraju

    Head of Institutional SalesCRD 2535578

  • Michael Ross

    Michael Ross

    PresidentCRD 3133134

  • John Miller

    FinOpCRD 2139980

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth