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 and has been registered with the SEC since 1987. Public filings classify the firm as unclassified, and ownership is listed as a domestic entity with individual ownership involvement. Available records provide limited detail about the firm's advisory offerings, client segments, fee arrangements, or specific investment strategies. The firm does not identify as a capital allocator and is not flagged as an active ESG investor. It is not registered as a multistate adviser, is not newly formed, and is not designated as a pension consultant or a related adviser in the source data. The regulatory snapshot indicates only a single office location on file, but no further address- or team-level information is provided.
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 1
Jeffrey Bega
President and CFOCRD 1478788
Contacts
3 of 7Erin Baskett
CCO, PrincipalCRD 4538604

Scott Silver
Operations ProfessionalCRD 2290261

Patrick Primavera
Senior Managing DirectorCRD 3124567
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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