THALES CAPITAL PARTNERS LLC

Broker-DealerFINRA MemberEst. 2015
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
172125
Registered since
March 16, 2015

Firm profile

FINTRX

Overview

Thales Capital Partners LLC is a limited liability company that registered with the SEC in 2015. FINTRX classifies ownership as a mix of a domestic entity and an individual. The profile does not include descriptions of the firm's client base, fee schedule, specific business lines, or advisory activities. Available attributes indicate the firm is not positioned as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not a pension consultant. It is also not flagged as a related adviser or a newly formed adviser in the FINTRX snapshot.

Assets & Accounts

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

Owners & executives

3 of 3
  • TIMOTHY OSHEA

    Partner, President & Chief Operating OfficerCRD 1977624

  • MARC COHEN

    Founder & Chief Exceutive OfficerCRD 2744699

  • PASQUALE TONDI

    Chief Administrative OfficerCRD 1208585

Contacts

3 of 4
  • PETER LACALAMITA

    Managing DirectorCRD 1043757

  • TONY PEPPER

    ControllerCRD 5436618

  • David Modiano

    Managing DirectorCRD 6720775

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
540 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth