STALEY CAPITAL

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

Firm details

Headquarters
AUBURNDALE, Massachusetts
CRD number
234788
Registered since
April 1, 2016

Firm profile

FINTRX

Overview

Staley Capital is a limited liability company that has been SEC-registered since 2016 and is owned by an individual. The firm is classified as unclassified in the snapshot data and does not present itself as a capital allocator. It is not flagged as an active ESG investor, multi-state adviser, pension consultant, or related adviser. Staley Capital’s role in the market is primarily as an operator of pooled investment vehicles: the firm functions as an investment adviser and sponsor and serves as general partner and managing member for its funds.

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

2 of 2
  • AMIT BASAK

    Operating AdvisorCRD 2644630

  • WARREN JR SMITH

    Managing PartnerCRD 4448867

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AUBURNDALE, MA

MIDDLESEX

Location

AUBURNDALE, MA

Headquartered in AUBURNDALE, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
MIDDLESEX
Address
275 Grove St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth