Joseph Capital, LLC
Firm details
- Headquarters
- San Juan, PR
- CRD number
- 120414
- Registered since
- July 17, 2002
Firm profile
FINTRXOverview
Joseph Capital, LLC is organized as a limited liability company and has been SEC-registered since 2002. FINTRX classifies the firm as "Unclassified" and lists the owner type as a domestic entity / individual. Public records note the firm is not structured as a capital allocator, does not identify as an ESG-focused investor, and is not registered as a multistate or newly formed adviser. The firm is also not indicated to act as a pension consultant or as a related adviser to another registered firm. Available data on Joseph Capital’s client mix, fee schedules, and specific advisory activities is limited in FINTRX. The snapshot suggests a small, narrowly documented operation rather than a firm with broad, publicly disclosed product or distribution footprints.
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
Similar firms
Comcap Holdings LLC
Broker-DealerSan Juan, PR
Cuatro Capital Securities LLC
Broker-DealerSan Juan, PR
Colton Alexander Securities LLC
Broker-DealerSan Juan, PR
IB Capital LLC
Broker-DealerSan Juan, PR
Pantek Securities LLC
Broker-DealerSan Juan, PR
Robus Capital Partners LLC
Broker-DealerSan Juan, PR