Wellfleet Investments LLC
Firm details
- Headquarters
- Floral Park, New York
- CRD number
- 18488
- Registered since
- January 8, 1987
- Website
- wellfleetinvestments.com
Firm profile
FINTRXOverview
Wellfleet Investments LLC is organized as a limited liability company with both a domestic-entity and individual ownership structure. The firm is categorized as "Unclassified" in available records and is not identified as a capital allocator. Available attributes indicate the firm is not an active ESG investor, does not operate as a multi-state adviser, is not listed as a newly formed adviser, and does not present itself as a pension consultant or related adviser. No information is included about investment strategy, client segments, fee model, or day-to-day advisory activities.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Floral Park, NY
Nassau
Location
Floral Park, NY
Headquartered in Floral Park, 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
- Nassau
- Address
- 8587 Covert Ave
- Time zone
- ET (UTC-5)
- Office locations
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