MUTUAL CAPITAL PARTNERS FUNDS

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WESTLAKE, Ohio
CRD number
163566

Firm profile

FINTRX

Overview

Mutual Capital Partners Funds operates as a limited partnership primarily engaged in broker-dealer activities. The firm focuses on venture capital investments, demonstrating a clear preference for allocating resources to this area. Although it does not have a registered year with the SEC, it is classified as unclassified, indicating a unique position within the industry. The firm does not actively pursue ESG investments and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

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

Contacts

2 of 2
  • WAYNE WALLACE

    Co-FounderCRD 3086101

  • WILLIAM TRAINOR

    General PartnerCRD 2260866

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WESTLAKE, OH

CUYAHOGA

Location

WESTLAKE, OH

Headquartered in WESTLAKE, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
CUYAHOGA
Address
1290 Bassett Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth