OCP CAPITAL, LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
WELLINGTON, Florida
CRD number
143381
Registered since
July 11, 2007
Website
ocpcap.com

Firm profile

FINTRX

Overview

OCP Capital, LLC is organized as a limited liability company and appears in SEC registration records dating back to 2007. The firm's ownership is listed as a mix of a domestic entity and an individual. Available snapshots classify the adviser as "Unclassified" and show a number of negative flags for activities commonly reported by RIAs: it is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, not a related adviser, and is not newly formed. The firm has not provided descriptive detail about its advisory activities, fee model, client segments, or outside affiliations in the source data.

Assets & Accounts

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

3 of 6
  • LUIS GOBERNA

    PrincipalCRD 7152621

  • SAM KAUFMAN

    Institutional SalesCRD 6057455

  • GEORGE RUDMAN

    PresidentCRD 2757828

Unlock 3 more contacts

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

WELLINGTON, FL

PALM BEACH

Location

WELLINGTON, FL

Headquartered in WELLINGTON, 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
12156 Longwood Green Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth