DAVID CAPITAL PARTNERS, LLC

737 N. Michigan Avenue
Suite 1405
Chicago, Illinois 60611
Tel: (312) 878-0260

About DAVID CAPITAL PARTNERS, LLC

DAVID CAPITAL PARTNERS, LLC, formally registered with the SEC as DAVID CAPITAL PARTNERS, LLC. The firm was established in 03/12/2021. They have over 2 offices throughout the country.

DAVID CAPITAL PARTNERS, LLC is a Chicago, Illinois based Financial Planning firm with nearly $188,351,790 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	291910
SEC#	801-120509
Assets Managed by Firm	$188,351,790
No. of Clients	4
No. of Advisors	4

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$188,351,790
Corporations or other businesses	Fewer than 5 clients	$2,261,464

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