SERVICE PROVIDER CAPITAL

Exempt Reporting AdvisorFINRA MemberEst. 2014
Total AUM
Accounts
0
Advisory reps
16
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
VAIL, Colorado
CRD number
174240
Registered since
December 22, 2014

Firm profile

FINTRX

Overview

Service Provider Capital is organized as a limited liability company and has been SEC-registered since 2014. The firm is owned by a mix of a domestic entity and an individual and is classified as Unclassified in the available records. It does not identify as a capital allocator, is not flagging itself as an active ESG investor, and is not registered as a multistate adviser. The firm’s activity profile points to sponsor and manager roles: it acts as an investment adviser and sponsor and serves as a general partner and managing member for pooled investment vehicles. Public-facing client product or retail advisory activity is not documented in the source data.

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

Contacts

3 of 16
  • Philip Gager

    Managing DirectorCRD 4121314

  • JOHN VIHSTADT

    CRD 7297609

  • Doug Spear

    Managing DirectorCRD 6777275

Unlock 13 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

VAIL, CO

EAGLE

Location

VAIL, CO

Headquartered in VAIL, CO, anchoring the Edwards-Glenwood Springs, CO metro in the West.

Metro area
Edwards-Glenwood Springs, CO
Region
West
County
EAGLE
Address
2121 N Frontage Rd W
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth