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. Publicly available directory data for the firm is sparse: the record identifies the entity type and owner structure but provides little description of its advisory services, client focus, or investment strategy. Recorded attributes indicate a domestic ownership structure (Domestic Entity | Individual) and a classification flagged as "Unclassified." The profile also shows the firm is not designated as a capital allocator, is not an active ESG investor, is not a multistate adviser, is not newly formed, and is not listed as a pension consultant or related adviser. The firm has not supplied detail on business activities, advisory offerings, fee schedules, or affiliations. Directory data also lists zero reported clients and no reported average client size or assets under management. No office address, public holdings, investment lineup, or alternative-investment usage is provided in the available record.
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 6
Patrick Primavera
Senior Managing DirectorCRD 3124567
James Steinke
Investment BankerCRD 1367621

Scott Silver
Operations ProfessionalCRD 2290261
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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