MUTUAL CAPITAL PARTNERS FUNDS
Firm details
- Headquarters
- WESTLAKE, Ohio
- CRD number
- 163566
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2WAYNE WALLACE
Co-FounderCRD 3086101
WILLIAM TRAINOR
General PartnerCRD 2260866
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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