PREVAIL CAPITAL LLC
Firm details
- Headquarters
- NAPLES, Florida
- CRD number
- 141322
- Registered since
- January 9, 2007
Firm profile
FINTRXOverview
Prevail Capital LLC is organized as a limited liability company and is recorded as SEC-registered since 2007. Publicly available directory data identifies the ownership structure as a mix of a domestic entity and an individual. The firm is categorized as "unclassified" in the source dataset and is not flagged as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The dataset does not provide descriptions of the firm's advisory activities, investment focus, or client segments.
Assets & Accounts
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
Owners & executives
1 of 1LISA HULME
President and CEOCRD 6113324
Contacts
3 of 4BO IRENE SHEN
Registered RepresentativeCRD 4363029
NICHOLAS HULME
Registered RepresentativeCRD 6437708
ALEXANDER HULME
Registered RepresentativeCRD 6437723
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NAPLES, FL
COLLIER
Location
NAPLES, FL
Headquartered in NAPLES, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- COLLIER
- Address
- 7693 Citrus Hill Ln
- Time zone
- ET (UTC-5)
- Office locations
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