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. Ownership is listed as a combination of a domestic entity and an individual. The firm is categorized as unclassified in the dataset, and the available records do not provide a breakdown of its advisory services, client segments, fee arrangements, or specific business activities. Available metadata flags indicate Joseph Capital does not operate as a capital allocator and is not identified as an active ESG investor. It is not marked as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser to another registered manager.
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 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
San Juan-Bayam_n, 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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