RIDGEPEAK PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
316695
Registered since
November 1, 2021

Firm profile

FINTRX

Overview

Ridgepeak Partners is a limited liability company that registered with the SEC in 2021 and is owned by an individual. The firm serves as a sponsor, general partner and managing member of pooled investment vehicles rather than a traditional multi-state advisory practice. It is not identified as a capital allocator, is not an active ESG investor, and does not report multi-state adviser status or pension consulting activity.

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

3 of 4
  • DEBORAH MOORE

    OwnerCRD 7718504

  • McPherson Moore

    OwnerCRD 7718503

  • DANIEL SANTORO

    Co-Founder & Managing PartnerCRD 6207982

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
4425 S Mopac Expy
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth