PRIVATE CAPITAL STRATEGIES, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DARIEN, Connecticut
CRD number
163569
Registered since
December 7, 2021

Firm profile

FINTRX

Overview

Private Capital Strategies, LLC is a limited liability company that registered with the SEC in 2021. The firm is organized as a domestic entity with individual ownership interest and is categorized as unclassified in the available data. It does not present itself as a capital allocator, is not identified as an active ESG investor, and is not registered as a multi-state adviser. Regulatory descriptors indicate the firm functions in roles such as an investment adviser and sponsor, general partner, and managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

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

2 of 2
  • ELLEN SCAMBIA

    ControllerCRD 1320993

  • VINCENT ANDREWS

    PresidentCRD 2029409

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DARIEN, CT

FAIRFIELD

Location

DARIEN, CT

Headquartered in DARIEN, CT, 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
FAIRFIELD
Address
23 Old Kings Hwy S
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth