SPELL CAPITAL PARTNERS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2016
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MINNEAPOLIS, Minnesota
CRD number
162258
Registered since
March 30, 2016

Firm profile

FINTRX

Overview

Spell Capital Partners, LLC is a limited liability company that registered with the SEC in 2016 and is owned by an individual. The firm functions primarily as a sponsor and general partner, acting as the managing member of pooled investment vehicles rather than operating as a traditional multi-client advisory firm. It is not identified as an active ESG investor and does not appear to operate across multiple states as an adviser.

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

Owners & executives

1 of 1
  • ANDREA NELSON

    Chief Operating OfficerCRD 6047501

Contacts

1 of 1
  • WILLIAM SPELL

    Founder & PresidentCRD 1001282

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MINNEAPOLIS, MN

HENNEPIN

Location

MINNEAPOLIS, MN

Headquartered in MINNEAPOLIS, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
HENNEPIN
Address
7201 Metro Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth