STALEY CAPITAL
Firm details
- Headquarters
- AUBURNDALE, Massachusetts
- CRD number
- 234788
- Registered since
- April 1, 2016
- Website
- www.staleycapital.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2AMIT BASAK
Operating AdvisorCRD 2644630
WARREN JR SMITH
Managing PartnerCRD 4448867
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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