Quilvest Capital Partners Securities LLC

Broker-DealerFINRA Member

Total AUM

—

Advisory reps

8

Avg account

$0

Firm details

Headquarters: New York, New York
CRD number: 286380
Registered since: March 6, 2018
Website: www.quilvestcapitalpartners.com

Firm profile

FINTRX

Overview

Quilvest Capital Partners Securities LLC is organized as a limited liability company with a domestic entity and individual ownership structure. The firm is categorized as unclassified in the source data. It does not operate as a capital allocator, does not identify as an active ESG investor, and is not flagged as a multi-state or newly formed adviser. The firm is also not listed as a pension consultant or a related adviser.

Assets & Accounts

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

1 of 1

Manuel Fischer
Chief Compliance OfficerCRD 6478655

Contacts

3 of 7

Benton Cummings
PartnerCRD 2540230
Charles Davis
PartnerCRD 4049175
David Isacovici
Managing DirectorCRD 5031143

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

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: 1185 Avenue Of The Americas
Time zone: ET (UTC-5)
Office locations

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