Premium 72 Capital
RIASEC RegisteredEst. 2021
Total AUM
$10M
Discretionary
$10M
100% of AUM
Avg account
$1M
Accounts
10
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 284519
- Registered since
- February 8, 2021
- Website
- www.premium72.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Premium 72 Capital LLC is an SEC-registered investment adviser that began registration in 2021 and serves individual and family clients. The firm provides portfolio management for individuals and small businesses and charges clients a fee based on a percentage of assets under management. It does not describe itself as an active ESG investor and is not listed as a multi-state adviser in the snapshot data.
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
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Arturo Nicolayevsky
CEOCRD 5851384
Contacts
1 of 1
Eduardo Perez
CRD 2354915
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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