RACON CAPITAL

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MILWAUKEE, Wisconsin
CRD number
166508
Registered since
January 8, 2018

Firm profile

FINTRX

Overview

Racon Capital is an individual-owned limited liability company that registered with the SEC in 2018. The firm’s regulatory filings classify it as unclassified and indicate it is not positioned as a capital allocator or an active ESG investor. Filings also show Racon takes sponsor and managing roles in pooled vehicles, acting as sponsor of limited partnerships and as a general partner/managing member for pooled investment structures.

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

2 of 2
  • JEFFREY KALLIO

    Managing Director, Chief Compliance OfficerCRD 6153444

  • MICHAEL KEOUGH

    Managing Partner and Chief Investment OfficerCRD 1845187

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MILWAUKEE, WI

MILWAUKEE

Location

MILWAUKEE, WI

Headquartered in MILWAUKEE, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.

Metro area
Milwaukee-Racine-Waukesha, WI
Region
Midwest
County
MILWAUKEE
Address
215 N Water St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth