SPARTAN CAPITAL PRIVATE WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 154632
- Website
- spartancapital.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Spartan Capital Private Wealth Management LLC operates as a limited liability company and provides a range of financial services including portfolio management for individuals and small businesses. The firm focuses on managing assets for individual and family clients, employing a fee structure based on a percentage of assets under management. Spartan Capital also engages in broker-dealer activities and acts as an insurance broker. The firm does not identify as an active ESG investor and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
3 of 3JOHN LOWRY
Founder and CEOCRD 4336146
Theologos Basis
Chief Compliance OfficerCRD 2574740
PETER CARDILLO
Chief Market EconomistCRD 40316
Contacts
3 of 8William Baris
Investment AdvisorCRD 6178840
Sara Rosenberg
Registered RepresentativeCRD 7067187
William Romero
Senior Private Wealth ManagerCRD 5127697
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 45 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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