PROX SEARCH CAPITAL

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DENVER, Colorado
CRD number
339900

Firm profile

FINTRX

Overview

Prox Search Capital operates as a limited liability company primarily engaged in accounting activities. While the firm does not classify itself under a specific advisory category, it is involved in investment activities, particularly in private equity. The firm is not recognized as a capital allocator and does not actively engage in ESG investing. Prox Search Capital appears to have a focused approach, primarily working with private equity funds.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • Adam Markley

    CEO and FounderCRD 8203683

Contacts

2 of 2
  • Margaret Fasano

    Managing DirectorCRD 8203680

  • Elizabeth Grace

    Co-FounderCRD 8203688

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

DENVER, CO

DENVER

Location

DENVER, CO

Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DENVER
Address
1401 Lawrence St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth