WHEELOCK STREET CAPITAL LLC
Firm details
- Headquarters
- GREENWICH, Connecticut
- CRD number
- 164854
- Website
- wheelockst.com
Firm profile
FINTRXOverview
Wheelock Street Capital LLC operates primarily as a sponsor and general partner, acting as the managing member for pooled investment vehicles rather than as a traditional retail advisory firm. The firm is organized as a limited liability company and is classified in public records as unclassified; it is not designated as a capital allocator and is not identified as an active ESG investor. The available information points to an emphasis on creating and managing private pooled vehicles — launching funds or LLCs, structuring investments, performing portfolio oversight, and handling investor relations for those vehicles — rather than offering broad-based advisory services to a retail client roster. Regulatory and registration details are limited in public filings, and the firm does not show the hallmarks of a multi-state registered adviser. That profile aligns with a small, sponsor-driven manager that focuses on direct management of private vehicles and related operational responsibilities (fund formation, capital calls, reporting, compliance for the vehicles) rather than mass-market advisory relationships.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 1LAWRENCE SETTANNI
Principal/CFOCRD 5034432
Contacts
3 of 4MERRICK KLEEMAN
Managing PartnerCRD 1395824
JONATHAN PAUL
Managing PartnerCRD 1559258
James Eberhart
PartnerCRD 7886812
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GREENWICH, CT
FAIRFIELD
Location
GREENWICH, CT
Headquartered in GREENWICH, CT, 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
- FAIRFIELD
- Address
- 660 Steamboat Rd
- Time zone
- ET (UTC-5)
- Office locations
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