MERCER STREET CAPITAL PARTNERS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MIAMI, Florida
CRD number
312786
Registered since
January 29, 2021

Firm profile

FINTRX

Overview

Mercer Street Capital Partners, LLC is a limited liability company that registered with the SEC in 2021 and is owned by an individual. The firm is not classified under a specific category in the source data and does not present itself as a multi-state adviser, a pension consultant, or a capital allocator. It is not flagged as an active ESG investor. Regulatory and organizational details point to a firm whose principal activity is sponsoring and managing pooled investment vehicles. The firm is listed as serving roles such as other investment adviser and sponsor, general partner, and managing member of pooled funds rather than operating primarily as a retail advisory shop.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • Peter Wisniewski

    Chief Investment OfficerCRD 3009760

Contacts

2 of 2
  • JONATHAN JUCHNO

    General PartnerCRD 5389448

  • PETER SMITH

    Managing MemberCRD 873534

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, 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
MIAMI DADE
Address
1111 Brickell Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth