SURGE CAPITAL LLC
Firm details
- Headquarters
- St George, Utah
- CRD number
- 328397
Firm profile
FINTRXOverview
Surge Capital LLC operates as a limited liability company focused on investment management. The firm has a specific interest in real estate investments, managing a real estate fund that constitutes a significant portion of its activities. While the firm does not classify itself under traditional categories such as capital allocator or pension consultant, it engages in advisory activities that align with its investment strategy. Surge Capital LLC does not actively pursue ESG investing, indicating a more conventional investment approach.
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
Owners & executives
1 of 1Paul Poteet
CEOCRD 7844189
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
St George, UT
WASHINGTON
Location
St George, UT
Headquartered in St George, UT, in the West of the United States.
- Region
- West
- County
- WASHINGTON
- Address
- 94 S Mall Dr
- Time zone
- MT (UTC-7)
- Office locations
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