SUMA MONDE KAPITAL PARTNERS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Plano, Texas
CRD number
321073

Firm profile

FINTRX

Overview

Suma Monde Kapital Partners, LLC operates as a limited liability company primarily engaged in real estate brokerage. The firm is classified as unclassified, indicating that it does not fit neatly into a specific category within the financial advisory landscape. While it does not actively pursue ESG investments, it is involved in various business activities, including serving as a broker-dealer and managing pooled investment vehicles. The firm does not have a defined client base or fee structure publicly available, which may suggest a focus on niche investment opportunities rather than a broad advisory service.

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

2 of 2
  • Karan Negi

    Managing PartnerCRD 7717688

  • SUDHIR PAI

    Managing PartnerCRD 5928622

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Plano, TX

COLLIN

Location

Plano, TX

Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
COLLIN
Address
4512 Legacy Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth