PLANETEER CAPITAL
Firm details
- Headquarters
- New York, New York
- CRD number
- 325008
- Registered since
- March 29, 2023
Firm profile
FINTRXOverview
Planeteer Capital is a small, recently registered advisory entity organized as a limited liability company and registered with the SEC in 2023. The firm functions primarily as a sponsor and general partner, managing at least one pooled investment vehicle. Its activity is concentrated on private-market equity through a venture capital structure rather than on traditional advisory relationships with retail or institutional advisory clients. The firm is not identified as an active ESG investor, is classified as an individual-owner firm, and is not positioned as a multi-state adviser or a capital allocator in the snapshot data. Given its role as sponsor and GP, Planeteer Capital’s investment posture is oriented toward sourcing, structuring and managing direct equity investments in early-stage or growth-oriented private businesses. As a manager of a pooled VC vehicle, the firm is likely to allocate across multiple portfolio companies, take active governance roles where appropriate, and pursue follow-on financing when needed to support portfolio company growth.
Assets & Accounts
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
1 of 1Sophie Purdom
Managing PartnerCRD 7695818
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 55 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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