Vienna Capital Partners LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
—
Advisory reps
16
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
311852
Registered since
November 3, 2022

Firm profile

FINTRX

Overview

Vienna Capital Partners LLC is organized as a limited liability company and appears on the SEC adviser roster with a registration year of 2022. Public filings classify the firm as unclassified; ownership is listed as a mix of a domestic entity and an individual. The firm does not identify itself as a capital allocator and does not report being an active ESG investor. It is not designated as a multistate adviser, and the profile indicates it is not a newly formed adviser, a pension consultant, or a related adviser. The firm has not provided descriptive detail about its business activities, advisory services, client segments, fee structure, or external affiliations. Because those items are not disclosed, there is little visibility in public data on the strategies, client types, or service model Vienna Capital Partners employs.

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

1 of 1
  • Vincent Defilippo

    Vincent Defilippo

    Founder & CEOCRD 2792048

Contacts

3 of 15
  • Tracie Okeefe

    Tracie Okeefe

    FinOpCRD 5924814

  • Nicholas Costagliola

    Nicholas Costagliola

    Registered RepresentativeCRD 6535660

  • Vincenzo Trimaldi

    Vincenzo Trimaldi

    VP, Investment BankingCRD 6547276

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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
40 Wall St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth