WHISKEY CAPITAL FINANCE CO. II, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
0
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
JEFFERSONVILLE, Indiana
CRD number
325144
Registered since
March 22, 2023

Firm profile

FINTRX

Overview

Whiskey Capital Finance Co II, LLC is a domestic limited liability company that registered with the SEC in 2023. Its public profile centers on acting as a sponsor and general partner rather than operating as a traditional advisory firm serving retail clients. The firm is affiliated with pooled investment vehicles and is identified as an investment adviser/sponsor and managing member of pooled funds. It does not present itself as an active ESG investor, is not a multi-state adviser, and is not categorized as a capital allocator.

Assets & Accounts

Investments & Alternatives

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

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

JEFFERSONVILLE, IN

CLARK

Location

JEFFERSONVILLE, IN

Headquartered in JEFFERSONVILLE, IN, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the Midwest.

Metro area
Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
Region
Midwest
County
CLARK
Address
380 Missouri Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth