Investment adviser · CRD 300292
PROCAPITA PARTNERS, LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Apr 23, 2024
- Regulatory AUM
- $1.47M Form ADV · Item 5.F
- Client accounts
- 14 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 14 | $1,469,000 | 100.0% |
Filing source
Form ADV 1868427 · Apr 23, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 23, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
230 W. 41ST ST, SUITE 1103NEW YORK, NY, 10036, United States
CRD 300292
Filing source
Form ADV 1868427 · Apr 23, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.