MISTRAL EQUITY PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALM BEACH, Florida
CRD number
335653
Registered since
April 17, 2025

Firm profile

FINTRX

Overview

Mistral Equity Partners is a limited liability company that registered with the SEC in 2025 and is owned by an individual. The firm’s publicly reported activity centers on managing private investment vehicles rather than serving retail advisory clients. It is classified as unclassified in the snapshot data and is not identified as an ESG-focused manager, a multi-state adviser, a capital allocator, a pension consultant, or a related adviser to another firm.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • ANDREW HEYER

    CEOCRD 1033769

Contacts

1 of 1
  • CHRISTOPHER BRADLEY

    Managing DirectorCRD 5018019

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PALM BEACH, FL

PALM BEACH

Location

PALM BEACH, FL

Headquartered in PALM BEACH, 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
324 Royal Palm Way
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth