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 has been SEC-registered since 2007. FINTRX classifies the firm as unclassified and notes the owner type as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator, it does not list itself as an active ESG investor, and it is not flagged as a multi-state or newly formed adviser. The firm has not provided public detail to FINTRX about its advisory activities, fee schedules, client segments, or investment process. That absence of disclosed strategy or service lines limits what can be said about how OCP Capital positions itself in the market or the client needs it targets.

Assets & Accounts

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

3 of 6
  • Luis Goberna

    PrincipalCRD 7152621

  • Sam Kaufman

    Institutional SalesCRD 6057455

  • George Rudman

    George Rudman

    PresidentCRD 2757828

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth