MASTERS RESEARCH PARTNERS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOCA RATON, Florida
CRD number
163260
Registered since
March 29, 2012

Firm profile

FINTRX

Overview

Masters Research Partners LLC is a privately held limited liability company that has been SEC-registered since 2012. The firm is listed as owned by a domestic entity and/or individual and is classified in the data set as unclassified. Public records indicate Masters Research Partners does not position itself as a multi-state adviser, a capital allocator, a pension consultant, or an ESG-active manager. Rather than operating as a traditional advisory practice with separately managed retail accounts, the firm’s filings and activity labels point to a role in pooled investment vehicles. The firm is identified in filings as an other investment adviser and is also associated with functions such as accountant and sponsor, as well as acting as general partner/managing member of pooled investment vehicles. Those affiliations suggest the firm’s primary business model centers on creating, operating, or managing private pooled funds rather than delivering one-off advisory mandates to individual accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • GARY RUBIN

    Managing MemberCRD 3187712

  • GARY KAY

    PresidentCRD 2243572

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BOCA RATON, FL

PALM BEACH

Location

BOCA RATON, FL

Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
2080 NW 2nd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth